Briggs Advisory Group exists to empower clients to create lifestyles of choice. Since 2002, our team has provided innovative, tax-optimized wealth management solutions through a process of focused execution and service excellence working together with you as your single trusted team of advisors. Our value is rooted in the interplay between being a CPA, CERTIFIED FINANCIAL PLANNER™ professionals* and financial advisors. If tax planning is not at the core of a financial plan, the plan may fail to deliver optimal benefits to you. With a broad understanding of your tax situation and your entire financial picture, our professionals are specially positioned to provide independent, objective wealth management advice to you, the client.
*CERTIFIED FINANCIAL PLANNER™ professionals
Skip Briggs Jr., CPA/PFS, CFP®
Christopher J. Ricci, CFP®