Alec Medlin CFP®
As a Certified Financial Planner (CFP®) I specialize in guiding individuals and families toward financial success through personalized wealth management and comprehensive financial planning. My goal is to help our clients make informed financial decisions to secure their legacy.
I believe it’s harder than ever for clients to find clear, unbiased wealth management and planning expertise without a sales pitch for product attached.
I take a structured fee-only approach to wealth management, ensuring your plan aligns with your personal objectives and long term vision. As a Fiduciary with a distinct focus on portfolio design, tax mitigation, and estate efficiency, my services are tailored to your needs – helping you navigate your life and money with confidence and clarity.
I am proud of the difference I make in clients lives as one of the few fee-only fiduciaries in the marketplace today. I do not sell product or pay commissions of any kind. I structured investgro this way with one purpose in mind – to align my financial incentives with yours. I take pride in educating my clients, ensuring that you not only understand your financial strategy but also feel confident in the steps we’re taking together.
Transparency and integrity are at the heart of everything I do, and I’m here to help you build the future you deserve.
Contact me today to schedule a free discovery call.
Casey Martens – Financial Planner
As a financial planner at investgro, I help individuals, families, and business owners bring structure to their financial lives through ongoing, personalized planning. My goal is to give clients confidence in their decisions today to build a strong foundation for tomorrow.
For many people, the hardest part of money isn’t the numbers, it’s knowing who to trust and where to start. That’s why I focus on clear guidance and a planning-first approach, rather than pushing commissioned products. Being a Fiduciary means doing what’s right for you, nothing less.
Education, integrity, and transparency are core to my planning philosophy, and by clearly laying out all the options available to you, I help you deepen your understanding of your financial picture. I work alongside our team to design and implement plans for retirement, lowering tax burdens, and cutting unnecessary fees with a focus on making each plan both practical and easy to follow.
If you’re ready to get organized and start building a plan around what matters most to you, I want to help serve you.
Contact me today to schedule a free discovery call.