One integrated relationship for your whole financial life.
A fully integrated relationship for households with significant complexity — investments, taxes, estate, philanthropy, and concierge lifestyle support, coordinated by one team that knows your name.
Education and planning come first.
Every relationship starts with a written financial plan and the education to understand it. Investment decisions follow from the plan, not the other way around. We meet face to face, hold recurring calls, and explain the reasoning behind each recommendation so you can make decisions with confidence.
Families with $5 million or more and more complex needs may be better served by our Multi-Family Office.
Everything a complex household needs, coordinated.
Investment management
Portfolios of individual stocks, bonds and low-cost ETFs, built for diversification, downside protection and tax efficiency.
Financial planning
A written plan covering goals, cash flow, taxes, estate and retirement, reviewed as life changes.
Retirement benefits management
Guidance on the workplace plans you hold, including 401(k), 403(b), 457 and pension elections.
Retirement income solutions
A withdrawal strategy that turns savings into income, with attention to taxes and timing.
Major spending consultation
Planning for large purchases such as a home, a second property or a business investment.
Concierge lifestyle support
Help with major life decisions and transitions, and the paperwork that comes with them.
Socially conscious investing
Portfolios that reflect your values, available to every client.
Charitable giving
Donor-advised funds, gifts of appreciated stock and other ways to give efficiently.
Risk optimization
A review of insurance, liability exposure and portfolio risk so one event doesn't derail the plan.
Financial education & abuse prevention
Education for clients and their families, and safeguards against financial exploitation of older adults.
Online portal
Your accounts, reports and documents in one secure place.
Advisors who work on every plan.
Andrea DardenFounder and CEO
Dave McNeelyChief Investment and Financial Strategist
Mark MinderDirector of Business Strategies and Advanced Planning
Hylan MoisesPrivate Markets StrategistDarden Wealth Group is a registered investment adviser. Darden Wealth Group does not provide legal, tax, or accounting advice. See our Disclosures and Form CRS.
See if we're a fit.
Answer a few short questions about your family and finances. You'll get a recommendation and can book a time with the right advisor.