The Advisory Group

The Advisory Group is a Financial Planner in Davenport, IA. The firm provides integrated financial services for individuals and families, including retirement planning, tax planning, investment strategies, and legacy planning. As an independent practice, it serves clients across all income levels and stages of life, from early career to retirement. The business holds a 5.00 rating based on client reviews.

Founded and owned by Brian P. Nauman, The Advisory Group has operated in the Quad Cities region since 1991. The firm emphasizes education as a core component of its service model, offering complimentary seminars and resources to help clients make informed financial decisions. In 2020, the company established the TAG Learning Center, a dedicated hub for financial literacy that hosts quarterly workshops, interactive sessions, and talks by financial professionals and community leaders. The firm’s process begins with a complimentary one-hour consultation and focuses on transparency, honesty, and ongoing communication to build a financial strategy tailored to each client’s specific goals.

The office is located at 2210 E 52nd St in the Jersey Heights neighborhood. It sits near West Pheasant Creek and is approximately a short drive from Quint City School. The location is also close to the Crossroads neighborhood and Jersey Ridge Road.

The Advisory Group stands out for its long-standing presence in the local community, having served the Quad Cities area for more than three decades. Its independent status allows the firm to prioritize client interests and offer tailored solutions without the constraints of larger institutions. The combination of comprehensive planning services and a strong commitment to community education reflects a practice built on trust and long-term relationships.

With over thirty years of experience and a dedicated focus on financial education, The Advisory Group remains a stable resource for residents in Davenport seeking to secure their financial future.

Services:

• Healthcare Planning
• Investment Planning
• Retirement Planning
• Tax Efficiency Planning
• Wealth Management