About Us

How We Work

At Collegiate Financial Group, we are dedicated to positively impacting the higher education community from university administrators and professors to athletic directors, coaches, and staff by providing independent, comprehensive financial education, planning, and resources.

For more than 20 years, we have built long-standing, one-on-one personal financial planning relationships with higher education employees nationwide. We are not a call center. Our clients work consistently with the same advisor no matter where they are or how many times they relocate.

This consistency allows us to deeply understand their goals, plans, and family dynamics rather than starting over with each move.

We also recognize the unique pressures placed on those who work in higher education. Many faculty, staff, and leaders are overworked, stretched thin, and giving everything they have to their institution, their department, or their team, often at the expense of their own financial well-being. This is one of the areas most commonly neglected simply because there are not enough hours in the day.

That is where we come in. We help clients reclaim their time by taking on the complexity, organization, and oversight of their personal financial life. When questions arise or support is needed, they do not call a generic 1-800 number and hope for the right answer. They call our office, and our team handles the heavy lifting on their behalf. Our role is to simplify their financial life, advocate for them, and ensure clarity every step of the way.

Our Leadership Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.