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Our Approach

Discovering What Drives Your Decision-Making

At Inverness Financial Group, we focus on the big picture so every financial decision aligns with your goals and strengths. Before our first meeting, we’ll ask for key financial details to get started quickly and effectively. Our aim is to have the right conversation from the outset.

Your Personal SWOT Analysis

Your Personal SWOT Analysis

We'll begin by thoroughly analyzing all the factors that shape your financial world:

Strengths
We'll have an open conversation about adding value and we'll be honest if some of our services aren't needed.

Weaknesses
We'll point out areas you may have overlooked or where you are falling short.

Opportunities
We'll listen carefully to your goals and determine an action plan to help you reach them.

Threats
We'll identify your risk tolerance and make sure your plan aligns accordingly.


Monitoring Progress, Maximizing Potential

Monitoring Progress, Maximizing Potential

We are constantly assessing changes in your life and changing market conditions to help keep you on a steady trajectory. From identifying new growth opportunities, to finding ways to diversify and protect your portfolio, we’ll help you plan for life’s uncertainties.

Continually Seeking Ways to Serve You Better

Inverness Financial Group is an independent advisory, which means we’re not tied to any family of funds or investment products, so we always find solutions based on your needs.


For added support, we partner with Commonwealth Financial Network. Commonwealth enjoys a stellar reputation among financial advisors. Since 1979, Commonwealth has been delivering the tools and services advisors need to do what’s best for our clients. Commonwealth supports more than 2,000 independent financial advisors like us, who, in turn, serve nearly 400,000 individuals and families.

Learn more

Commonwealth Overview:

  • 100% management owned with $296.3 B assets under management1
  • Aligned with Fidelity InstitutionalSM 2 that provides clearing, custody, and other brokerage services
  • Uses National Financial Services LLC (NFS), a Fidelity broker/dealer, who is an industry leader that processes every trade, statement, report, and myriad other transactions
  • Committed to maintaining a Best Place to Work environment—recognized over 40 times by leading publications, including the Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune, and Computerworld3
Learn More About Commonwealth

1 As of December 31, 2023
2 Fidelity Investments and National Financial Services LLC (NFS) (together "Fidelity") is an independent company, unaffiliated with Commonwealth Financial Network (Commonwealth). Fidelity is a service provider to Commonwealth. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 807841.3.0.
3 2004–2018 Best Places to Work Awards (44x) created by the Boston Globe, Boston Business Journal, San Diego Business Journal, U-T (Union‑Tribune) San Diego, and Computerworld. These awards are based on employee opinions on various employee satisfaction factors and are not specific to financial services and do not imply an endorsement, recommendation, or reflect the performance of the advisor.

Invest in Yourself

Making a personalized plan with Inverness Financial Group is a smart business decision.

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