we're scott Advisory GroupYour Partners in Financial Empowerment
As Independent Financial Advisors, we have the flexibility to serve our clients first. Unlike Advisors who work for a single financial institution, we are not restricted to one company’s products or investment platform. This independence allows us to provide objective advice and thoughtful strategies tailored to each client’s unique financial goals. We focus on helping you make informed decisions and building a financial plan that truly reflects your priorities without bias.
Scott Advisory Group is supported by Osaic Wealth, one of the nation’s largest networks of independent financial professionals. While we operate our practice independently and tailor our advice specifically to our clients, Osaic provides the behind-the-scenes infrastructure that allows us to focus fully on you.
Through Osaic, we are connected to a network of more than 11,000 financial professionals nationwide and supported by over 2,500 home office team members who handle technology, compliance, reporting, and operational support. This partnership gives us access to extensive resources and oversight, with more than $700 billion in assets under administration across the network.
What this means for you is simple: you receive personalized, independent advice from our family-led firm, backed by the strength, security, and resources of a large national organization.
Our Process
When meeting with us for the first time, you’ll quickly notice that we value genuine connection. We take the time to understand your goals, answer your questions, and guide you in a way that feels both professional and personal. Blending hospitality with expert advice, we take the time to listen and truly understand your goals, concerns, and priorities before anything else. We work with you closely so that every financial decision is informed, intentional, and aligned with what matters most to you.
After our initial introductory phone call, we will meet at one of our offices in Windham, NH or Worcester, MA, or at a more convenient location of your choosing.
We start by asking questions and listening carefully. Getting to know you is step one. We’ll take the time to understand your:
- Goals and concerns
- Applicable family dynamics
- Comfort level with risk
- Prior investment experience
- Timeline for retirement or other milestones
Next, we will begin putting together recommendations, offering insight as to why and what options you have so that you can be included in the process and understand the choices you have. We always discuss any costs or fees related to investing before implementing any strategy.
Because we are a small firm, you’ll never be directed to an 800 number or work with a staff member other than your dedicated Advisor. We provide ongoing reviews, proactive communication, and adjustments to your strategy as life unfolds. Our clients know they can call, ask, and revisit the plan as needed.
At Scott Advisory Group, you’re not just investing, you’re building a long-term relationship grounded in transparency, respect, and thoughtful guidance.