About Us

Wallace Advisory Group is an independent advisory firm that works with highly successful individuals and business owners. We create plans with purpose, always beginning with the end in mind, and we design customized solutions aimed to meet our clients’ goals and objectives. Most importantly, we take responsibility for implementing and maintaining our clients’ plans over time. As a result, our clients have a financial roadmap and can move forward with clarity and confidence.

Wallace Advisory Group is a true family practice, led by Bill Wallace and his sons Craig & Joe Wallace. We build lifetime, multi-generational relationships with our clients and their families. With over 40 years of financial services experience, you can trust us to ask the right questions and put in place the right solutions that will help you to navigate the increasingly complex world and reach your desired destination.

Our team of professionals has helped our clients achieve their financial goals and aspirations.

How can we help you?