Fleming Investment Group | Financial Planning


    Dream. Plan. Achieve.

    Your life is unique and your financial solutions should be too. Together, we can help you clarify your dreams, build a plan, and achieve your financial goals.

    When should I start?

    While we believe it is always a good idea to start early, it’s never too late to begin your journey. Come see us and we’ll help you bring your complete financial picture into focus today.

    I don’t know where to start.

    That’s why we’re here. We’ll start with a conversation. There’s no cost or obligation. We believe our purpose is to share our financial knowledge and experience in the service of our clients.

    Our Approach

    We do things a little differently than other financial advisors. We take a panoramic approach to financial planning. This gives us a more detailed and complete view of your financial goals and aspirations.

    Partnering with families, retirees, and business owners as well as next-generation investors for more than 15 years, we’ve served clients like you. We invite you to learn more about our firm and check out our story.


    Grounded in Faith
    and the Future

    We have a strong sense of purpose and a sincere desire to help our clients plan for the future.


    Customized and Personal

    We believe money is about more than numbers. We get to know you, so we can build a plan that meets your needs.


    Worthy of Trust

    We seek to do what is in our clients’ best interests with every recommendation we make.


    People Like You

    We know every client has distinct financial goals. That’s why we create a customized path designed to meet
    your specific needs.



    Balancing the demands of careers, family, and finances.



    Getting started on your financial journey.


    Pre-Retirees and Retirees

    You've worked hard and you're ready for your next chapter.


    Business Owners

    You strive to grow your business for your financial success.


    Let’s Get Started

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