Introducing…
FG ADVISORY
Investment Advisors you can actually trust with your money.
All financial sizes welcome. No asset minimums. No judgment.
It all started with our clients.
After years of trusting The Financial Gym with their money, clients started asking if we could also manage their investments. Most either don’t qualify for advising or don’t trust traditional financial advisors.
Our CEO Shannon McLay saw an opportunity to meet that need and took a leap of faith on FG Advisory Services, not knowing how it would be received.
For the next three months, Shannon and the team spoke to hundreds of current and former clients about their investment experiences, interviewed other financial advisors, and did extensive research on competitors.
What did they find?
There was a need for a caring, diverse advisory that made investing accessible to everyone.
All of this [research] has led me to feel very strongly that the only ‘safe’ place for people to build, grow, and sustain wealth is here at FG Advisory.
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Shannon McLay | CEO, Founder and Advisor
FG Advisory Services is the financial planning company for the next generation of wealth-builders.
Experience The Difference:
✓ No asset minimums.
Unlike other advisory firms that have an asset minimum of $250k to work with a human advisor, at FG Advisory, we have no minimums because we believe financial planning should be for everyone.
✓ No robo-advisers.
Robo-advisors are the go-to solution for people whose asset size is too small to work with a human advisor or who don’t trust traditional financial planners, but at FGA, we know that a robot could never replace a human being, especially when it comes to giving specific advice and guidance to your unique situation.
✓ Advisors you can trust to drive the car.
At FG Advisory, you can expect our team to think of you as more than just a number in an account but as a unique individual trying to accomplish something special. We often say that financial advising is like taking a trip to a financial destination, except instead of driving yourself without a GPS, you get to fall asleep in the back seat while an advisor drives the car. We take your road trip seriously and we’re ready to be your ride or die.
✓ Advisors who are also Financial Trainers.
Our advisors are unique because they bring the coaching philosophy of The Financial Gym, the care of a best friend, and the experience of a trainer to financial planning.
They are skilled at helping clients plan their budgets for specific financial goals, “gym-splaining” difficult concepts, supporting clients with heavy emotions that come with money, and getting into the weeds to help clients achieve financial independence as soon as possible.
✓ No conflicts of interest.
Did you know that many advisory companies are owned by larger financial services firms like insurance companies? There are plenty of amazing advisors who work for these companies, but it’s nearly impossible to avoid the end goal of the parent company—which is to sell people insurance or financial products they don’t need. Our founder experienced this firsthand as a financial advisor at Merrill Lynch where she was incentivized to sell certain products over others.
✓ A diverse team
According to data from 2022, 70% of financial advisors are men and 70-80% are white—Asian, Latino, and Black advisors only make up 5-10% of the community. And while many companies are retracting their DEI policies, at The Financial Gym (FGA’s parent company) Diversity, Equity, Inclusion, and Belonging are core values and they always will be.
Learn More About F.G. Advisory:
Read These Messages From Our CEO & Founder, Shannon McLay
Podcast Episodes About F.G. Advisory
Get the full scoop in this informational session with Shannon:
Ready to start your wealth-building journey?
There are two ways you can connect with our team and find out what FG Advisory Services can do for you:
Book an info call if you’re new to investing or you just have questions about FG Advisory before you decide.
We don’t believe in being pushy. We’re here to answer your questions and help you decide if we’re the right advisor for your needs.
This is only for people who currently have investments. For example, you might have an IRA, a retirement account with your job, and stocks with a robo-advisor. This is a free, 30-minute call with an advisor to review your holdings, ask questions about how your money is invested, and compare it to our offerings.
We want you to experience how we’re different.
FG Advisory Services LLC ("The Financial Gym") is an SEC registered investment adviser. Additional services may be provided by The Financial Gym INC. FG Advisory Services and The Financial Gym INC are separate but affiliated companies. The Financial Gym’s investment advisory services are available only to residents of the United States. Nothing in this email should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, The Financial Gym does not provide tax advice and investors are encouraged to consult with their tax advisor.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Brokerage services will be provided to The Financial Gym clients through Fidelity Brokerage Services LLC, (“Fidelity”) SEC-registered broker-dealer and member FINRA/SIPC . Securities in your account protected up to $500,000. For details, please see www.sipc.org.
Please be advised that the investment advisory services and the securities offered: Are Not FDIC Insured; Are Not Bank Guaranteed; May Lose Value; Are Not Deposits; Are Not Insured by Any Federal Government Agency; Are Not a Condition to Any Banking Service or Activity Any investment , trade-related or brokerage questions shall be communicated to advisory@fingyms.com.
It is important to note that the information presented is for informational purposes only and should not be construed as personalized investment advice. Additionally, please keep in mind that past performance, including performance derived from backtested models or hypothetical scenarios, is not indicative of future results. Backtested results are inherently limited as they do not represent actual trading and may fail to account for certain market factors, such as liquidity and slippage. All investments carry risks, including the potential loss of principal, and it is essential to evaluate these risks before making any investment decisions.
As a Registered Investment Advisor (RIA), we are registered with the SEC (or relevant state authority), but this registration does not imply any specific level of skill or training. We encourage you to understand that any recommendations or strategies discussed during the presentation should be reviewed with your personal financial advisor before taking any action to ensure they fit your individual situation.
We also want to disclose that we may use marketing materials or illustrative examples to demonstrate potential outcomes or strategies. These examples are for educational purposes only and may not reflect actual or future performance.
Additionally, we want to make you aware that we receive compensation for the advisory services provided, and the fees related to these services will be clearly outlined and agreed upon in an advisory agreement. Additionally, there may be potential conflicts of interest, including any affiliations with third parties, which will be disclosed as required.
Finally, while this presentation may include data or research from third-party sources that we believe to be reliable, we cannot guarantee the accuracy or completeness of this information.
Please remember that the information provided today was general in nature and not tailored to your specific financial needs. For personalized advice that suits your unique financial situation, we invite you to contact us for a consultation.
If you would like more detailed information about our services, qualifications, or fees, we are happy to provide you with our Form ADV Part 2A and 2B upon request. This document contains an overview of our advisory services and the associated costs.
It's also important to reiterate that all types of investments come with varying degrees of risk, and you should carefully consider these risks in relation to your personal financial goals before making any investment decisions.
Lastly, any personal information you have shared with us during this session will be kept confidential. We are committed to protecting your privacy and will not disclose any of your personal data without your explicit consent.
If you have any further questions or would like to schedule a follow-up meeting for more personalized advice, please feel free to contact us. Our team is here to assist you with any additional information or guidance you may need.