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Village with vineyards and river

Welcome to the Village

Our Clients

Florin Group works with a diverse set of established individuals with assets over $1 million who are passionate about achieving financial security

Multigenerational Families

Multigenerational Families

We specialize in planning for multigenerational families. Some need planning for retirement or management of inherited family trusts, large estates, or possibly legal or divorce settlements. 


We work with seniors to maximize income during retirement and build out distribution strategies that minimize taxes. 

Seniors at Community Garden
Running Athletic Women

Women in Transition

We offer unbiased and objective advice for woman whose wealth may be the result of an inheritance, business success, or loss of a spouse.

Professionals & Business Owners

Many of our clients are executives and entrepreneurs who require additional advice in areas of personal development and financing for their business.

Outdoor Business Meeting

We Work with You and Your Family

to help identify your individual and shared values

and develop a Family Success Plan

How We Treat Our Clients

We Believe

that a family’s beliefs and priorities

should provide the foundation for defining

the purpose of wealth and family goals

We are Inclusive

and help a wide diversity of clients that need assistance in growing and managing their wealth

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