Many of our clients think of Windsor Advisory Group as their personal CFO. We advise them on key financial matters, create and monitor their financial blueprints and simplify their financial affairs. As professionals, it’s our job to look out for you. To accomplish this, we believe in aligning your financial make-up with your long-term goals, needs and passions. We customize your plan based on your financial priorities, your financial situation – and your life. We also understand that your life is about much more than the numbers on a financial statement. Getting to know you makes it possible for us to identify and challenge anything that stands in the way of your financial success.