Broker Check

Welcome to Tenacity Advisory Group (TAG)

Disrupting the industry with forward thinking ideas, TAG is constantly evolving and staying ahead of the curve to offer our advisors and their clients a cutting-edge strategy for every need.  We are a group of determined financial professionals that not only puts client interests first, but the advisor’s business as well. We come together, share ideas and treat each other as equals. We pride ourselves on our tenacity as a group, intent on continued success and striving for the best. No one gets left behind at TAG.

TAG is focused on the long-term to prepare our businesses and, most importantly, our clients for what is to come. Whether you are fresh in the industry, top of the table or nearing your own retirement, TAG is a fit for you. We can offer attractive pricing due to our size and reputation. Let TAG help you achieve whatever goals you may have and be your forever home.

Ready for the next step? We can help

Let's Get Started

We are here for you!

TAG serves over 20,000 clients with 64 advisors nationwide and

$3.8 Billion in assets.*

*As of 6/30/2021


TAG Models

TAG Models

Proprietary Investment Strategies built by TAG Advisors

Learn more
Succession Planning

Succession Planning

TAG is ready to help prep for your own retirement

Learn more
Continuity Planning

Continuity Planning

Unexpected events happen, TAG will be there

Learn more
Transitioning 

Transitioning 

The team at TAG will become one with yours

Learn more

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!