With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Sudhir K Agrawal

CFP®, CPA, CDFA®

Private Wealth Advisor

Chief Executive Officer of Ami Financial Group
Learn more about Sudhir K Agrawal Visit Sudhir K Agrawal's website


Our team

Archana Agrawal

Office Manager