Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Sudhir K Agrawal

Sudhir K Agrawal

CFP®, CDFA®, CPA

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