Data-Driven Clarity for High-Growth Professionals
We are an independent research group helping professionals make more informed decisions regarding their financial assets.
Financial Awareness Group
Bringing transparency to the complex world of modern compensation.
As your career accelerates, your financial picture becomes more intricate — RSUs, options, and scattered retirement accounts. We act as a neutral analytical partner, ensuring your assets aren't just sitting, but performing.
From Insight to Action
Our three-step process connects professionals with the right solutions for their unique financial challenges.
IDENTIFY
We leverage data analytics to uncover value leaks in your portfolio. We look for the "silent" costs: 'orphaned' 401(k) plans lagging the market, hidden expense ratios, and missed tax advantages.
ANALYZE
Our team of liaisons conducts a specialized assessment of your career trajectory. We define your specific needs—whether it's consolidation, tax strategy, or equity balancing—to create a requirement profile.
CONNECT
We facilitate precision introductions. We match your profile with a vetted, licensed fiduciary advisor from our partner network who specializes in your specific industry and financial tier.
Why Professionals
Use Our Service
We look beyond the basics to identify opportunities for growth and control.
  • Eliminate Fee Leakage: Stop paying unnecessary administrative fees on old accounts.
  • Regain Investment Control: Move from limited "menu" options to full market access.
  • Benchmark Performance: Ensure your "forgotten" assets aren't underperforming the S&P 500.
  • Tax Efficiency: Unlock advanced strategies (like Backdoor Roths) unavailable in legacy plans.
Unbiased Advocacy
Our objectivity is our strongest asset.
Pure Alignment
We do not manage assets and are not affiliated with any single fund or bank. This independence allows us to provide analysis that serves only one interest: yours.
The Fiduciary Standard
While we act as analysts, we ensure the experts we connect you with are Fiduciaries—legally bound to put your financial interests ahead of their own.
Accelerated Discovery
Finding the right fiduciary takes time you don't have. We streamline the process by bridging the gap between your specific financial pain points and the verified experts who solve them, turning weeks of research into a single introduction.
Contact
For general inquiries or to reach our research desk, please email us.

Email: contact@fin-awareness.com