Saxony Advisors
Guiding families toward financial confidence with personalized planning, disciplined strategies, and a commitment to securing your financial future.
We use a disciplined process to ensure your financial plan is as unique as you are:
Educate: We explain your options in simple terms, so you’re never left guessing.
Discover: Together, we’ll identify your financial goals and assess your current situation.
Design: We’ll create a plan tailored to your needs, balancing income, growth, and protection.
Implement: Your advisor will help you take action, step by step, so nothing gets overlooked.
Evaluate: Life changes, and your plan should too. We’ll adjust as needed to keep you on track.
Build Your Retirement with Confidence
Take the first step toward financial freedom. Download our complimentary Retirement Income Guide and discover strategies to make your retirement vision a reality.
Our services
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Retirement Planning
We know that your retirement is unique, and it deserves a plan just as unique.
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Education Planning
College isn’t getting any cheaper, find ways to help save for your next generation.
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Investing
We offer multiple money managers so you don’t have to be put in cookie cutter portfolios.
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Estate Planning
You’ve worked hard to accumulate what you have, make sure you pass it on the way you want.