Perceiving a need for a more holistic, independent and inclusive approach to helping people succeed and thrive, Frances Toler founded Toler Financial Group in 2012. She had a vision of building a team that would advise and serve their community in a better way. Watch the video: Becoming a financial Advisor – Fran’s story.
The world is full of financial advisors – Certified Financial Planners, life insurance agents, investment brokers and advisors, and more. Very few offer all of the following:
- Independent advice (no tie to a particular company)
- Comprehensive planning with transparent, affordable fees
- Proficiency with socially responsible and impact investing
- Cultural competence in diverse and progressive groups
We are acutely aware that financial services are not targeted to meet the needs of many communities – politically progressive, LGBTQ, racial and language minorities. With the bias towards conservative political orientation in the financial services industry, few advisors are inclined to focus on the needs of those that see and experience the world differently from them. We at Toler Financial Group seek to serve our whole community with integrity and independence.
We'd Love to Meet You!
Toler Financial Group offers a free introductory session to review your financial situation to see if we can help you. Just click on the Schedule Appointment button, and search for a convenient date for your Initial Consultation appointment. We will be in touch with you to prepare for the meeting!