We, the financial professionals, administrators, and advisory board at the New Hope Group believe that everybody deserves a plan
We want to steward a space, physical and metaphorical, where people of all ages, ethnic identities, gender identities, sexual orientations, abilities, and faith traditions are empowered to thrive as their full and authentic selves, enjoying financial security and healthy relationships with money.
Commitment to Diversity, Equity and Inclusion
The New Hope Group has formed a Diversity, Equity and Inclusion Advisory Board that gathers to provide observations, craft recommendations and identify opportunities that we can weave into our foundation. These observations, recommendations, and opportunities center around accessibility and relevance in all educational programming and social events sponsored by the New Hope Group; inclusive language, imagery, and focus in all New Hope Group marketing initiatives and designing a safe, welcoming, and enjoyable physical office space for New Hope Group members, financial professionals, and administrators.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
