The Advisory Group, LLC is a professional services firm dedicated to the success of our clients. We serve as counselors, coaches, managers, and facilitators, bringing extensive experience and crucial objectivity to each engagement with energy, integrity and dedication.

Investment Banking Services


If you need additional capital or a revised capital structure, we can provide advice on how best to structure and obtain the capital. Our principals have CEO, CPA, CFO and senior banking experience.

Success Story: During difficult economic times, a member of our firm helped a residential resort acquire needed capital. Our executive first determined the capital needs and devised a refinancing strategy that included both equity and two different layers of debt.

After securing additional capital from commercial bank debt and a combination of private debt and equity, creative structuring and negotiations were managed successfully to protect the majority owner’s equity.


Our creative financing skills include:

• Determining financial needs through analysis
• Pursuing alternative financial strategies
• Evaluating financial alternatives
• Negotiating financial terms
• Obtaining traditional and nontraditional debt and equity


Securities are offered through Burch & Company, Inc, Member FINRA / SIPC