As young business women in an industry that is largely dominated by men, Samantha and Jessica pride themselves on the connections and relationships they develop, grow, and continuously nurture with women investors.
We’re women who get it
*Only 16% of advisors are women
Not Your Father's Financial Advisor
There are very few female advisors, so if you are a woman looking to work with other women, your options are limited. We have a combined seventeen years of experience as financial advisors and over that course of time we have put an emphasis on educating and assisting women for financial success. We want to empower women to make decisions that, historically, have been handled solely by men. We are changing the game.
We sit on your side of the table. Always.
Our style is to put our clients first and to provide them with a hands-on, high-touch service. We truly consider many of our clients friends and treat them accordingly. We want you to feel comfortable chatting with us about not only finance, but personal issues and family dynamics that in turn affect the decisions you make with your money. It’s what made our grandfather successful and has kept our existing customers today loyal.
Let's get to know each other
Please see our Event Page to get a better feel for how Scott Advisory Group puts a focus on women so that we can gather in a casual setting to learn about serious topics. Whether it’s at a restaurant over wine and appetizers, or larger settings where other female speakers join us, the result is that conversations flow naturally that lead each attendee to find their path to great financial success.