Our Story
"Our mission is to inspire joy, compassion, and kindness into the lives of the people we touch.
Our holistic guidance addresses all areas of our client's financial journey."
The Beginning
We began our journey by creating a one of a kind family firm to help clients create their own “Florin-topia.”
Our definition of “Florin-topia” is a happy place where compassion and understanding prosper when dealing with finances between generations. It is also a place where there is kindness, guidance, and care when dealing with families on making decisions that are right for them.
We take each client on their own unique journey to financial success. Every family comes with different nuances, backgrounds, and challenges. It is our vision to help improve our clients’ and their family’s lives each time they meet with us.
It is our calling to help them be the best that they can be and to reach their financial potentials!
Behind Our Name
The Florin was a gold coin first issued by the Republic of Florence in 1252 AD. It was the first European coin to play a significant commercial role around the world, due in part to the Medici dynasty.
They turned Florence into an international powerhouse with innovative banking products and a sophisticated banking system that helped facilitate finance and commerce around the world.
During their 500-year rule, the Medici’s not only took care of their own family, but they also supported charities with their considerable wealth and provided patronage to artists who are now household names: Donatello, Leonardo Da Vinci, and Michelangelo.
Florin Group continues the legacy of helping families grow and managing their wealth for future generations, while giving back to the community.
We are Guided by Three Principles
Florin Group is a company set on values that we hold dearly. We aren't just here to provide financial advice in a professional manner, but we are also here to be your biggest supporters.
Client First
We consider clients as part of the Florin Family
Holistic Planning
We consider all elements of Wealth Planning
Kindness
We treat all clients with Empathy and Compassion