Grand Rapids, MI, July 03, 2014 --(PR.com
)-- ARGI Financial Group, a fast-growth Louisville, Kentucky-based wealth management firm, announces its expansion to include its fifth location in Grand Rapids, MI. In an industry averaging 6.5% annual growth, ARGI has averaged 30% each of the past four years. They have been on Inc. 5000’s list of Fastest Growing Private Companies in America for 5 consecutive years (2009-2013, based on 3 year revenue growth, paid application fee to participate). Regional growth has been a longtime goal for ARGI, and the Midwest is where they are expanding their footprint. Their other locations, in addition to their headquarters in Louisville, include an office in Bowling Green, KY, one in Cincinnati, OH, and one in Indianapolis, IN.
ARGI has been working with corporate executives, business owners, and their families for nearly 20 years across the country. They specialize in integrating complex company benefits into customized, comprehensive financial plans. These plans can include retirement assessments, investment management, risk management, business services and consulting, and tax planning (provided by ARGI Business Services).
“Our expansion into Grand Rapids is extremely exciting,” states Senior Partner Ron Butt. Butt added, “Michiganians have many of the same goals as our clients across the country. Our comprehensive approach allows access to a team of targeted specialists, not just one advisor. Whether your concerns are focused on planning for education, risk management, investments, charitable giving, or tax considerations, we have an in-house specialist available. We think that’s what makes us our firm truly unique.”
The ARGI- Grand Rapids team will include Financial Advisor, Shari Hooper, of Ada, MI, and her team from Cascade Financial Group. Shari Hooper and her team have been providing financial services in Michigan for many years, and look forward to bringing enhanced service, advice, and products to their existing clients, and introducing them to the ARGI team approach of comprehensive financial planning. ARGI encourages employees to donate their time and talents to their local communities by offering paid time off for volunteer work, and they are excited to dive into the Grand Rapids community.
“You have to embrace change. Without change, there’s no progress. I believe Grand Rapids has been ready for this kind of change for a while,” says Hooper.