About Us
The Advisory Group
Trusted full-service financial advisors
Since 1991, our locally-owned firm has been a trusted presence in the Quad Cities region, providing sound financial advice that stands the test of time. Founded and owned by Brian P. Nauman, The Advisory Group (TAG) has grown into more than just a business – it’s a commitment to your financial well-being.
At TAG, we empower you to achieve your financial goals and live the life you love through comprehensive, personalized planning services. As an independent firm, we’re able to prioritize honest, transparent and client-focused service. Our approach is simple yet powerful: we always put our clients’ best interests first, no matter what.
Securing your financial future starts with TAG
Ready to confidently reach your financial goals so you can live the life you love today, tomorrow and for years to come?
Our Process
Understanding financial planning can feel overwhelming, but our process is designed to keep things clear and approachable. Through thoughtful strategies and ongoing guidance, we provide resources and insights to help individuals and families make informed financial decisions.
Where we start:
A complimentary consultation
How we work:
Full transparency, honesty and independence
What to expect:
Continued communication, proactive strategies
Ready to secure your financial future?
Our complimentary, one-hour consultation is a great place to start.
TAG Optimization Process
Our approach is simple: we put your financial interests first. We take a proactive approach and are ready to be trusted with the responsibility of guiding your financial future. We’re excited to get to know you, understand your goals, and help you plan for today and tomorrow.
TAG Learning Center
Honesty and transparency are key to financial confidence. Since 1991, we’ve prioritized education, offering educational events to help individuals make informed decisions. Our Learning Center is open to anyone looking to build financial knowledge and plan for the future. Explore events and start learning today.
Dedicated Financial Professionals
At The Advisory Group, Inc., we take a thoughtful approach to financial planning. We believe education and guidance go hand in hand. Our team is ready to listen, provide insights, and help you create a strategy that aligns with your goals for the future.
