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Discover an array of services for all your financial needs.

  • Wealth Management

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Life Insurance

    Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

  • Strategic Partnerships

    Effective relationships enable you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Client Advocacy

    Our dedicated professionals can help create the strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.


Meet Amanda

It’s all about the relationship. Make sure yours is solid.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Connect With Us

Amanda Hayes, ChFC, AAMS

Financial Advisor

ahayes@excg.com

Amanda is a personal finance expert. She motivates clients to plan for their financial futures by working one on one to effectively create personalized retirement plans. She takes a comprehensive approach to planning, incorporating all...

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<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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<p>The Most Overlooked Item of Any Home Improvement</p>

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.
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<p>The History of Currency</p>

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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