Find your independence We’ll help you connect the dots

If you look closely, you can see it: a faint outline of your future. A series of points that form the shape of your practice, waiting for you to bring it to life. We’re here to help you connect the dots – to complete the picture and build the business you’ve always envisioned.

At AGW Group, we empower advisors to achieve full independence while reducing the red tape that so often accompanies it. We meet you where you are, bringing the technology, resources, and expertise to help you unlock your full potential as an independent advisor and guide you through every step on the path to becoming a business owner.

Join us and see what's possible

Experienced leaders focused on your success

At AGW Group, we’re familiar with the joys and challenges of running an independent practice – we’ve done it ourselves. We’re eager to share our experience and insights to make independence easier on you, starting on day one.

Meet the AGW Group Team

Guidance for every step of your journey

From the day you commit, through onboarding your final client — our seasoned team stays by your side, offering practical support with office setup, technology integration, HR, and compliance so your transition feels smooth and effortless.

A powerful platform for your growth

You’ll have access to a robust set of tools designed to fuel your growth — business support, practice management, technology training and support, and beyond. Our infrastructure is intentionally built to streamline your operations, strengthen client relationships, and position your business to scale with confidence.

Take control of your future

Owning your book of business means owning the direction of your future. At AGW Group, you gain access to the tools and tailored support that empower your next move — whether you’re focused on growth or preparing for succession — along with the freedom to pursue it entirely on your terms.

Our Culture

At AGW Group, you’ll find a large roster of successful independent advisors dedicated to collaboration, fostering good business practices, and putting their clients’ needs first.

Meet the advisors who call AGW Group home

Our Mission

It’s our goal to carve an easier path for advisors to become independent and create a space for like-minded advisors to build impactful relationships with their clients and each other.

Explore independence fully supported

Our Partner

Through Raymond James, our advisors are supported by the financial planning and investment resources of a trusted partner that shares our values.

Discover the robust support of Raymond James

Supporting you where you are

Our leadership team resides in vibrant Winter Park, Florida, but our advisors span the Southeast. Join us from wherever you and your clients are comfortable.

Explore the possibilities at AGW Group

At AGW Group, we’ve established a home where advisors run their business on their terms, while enjoying the support of a community of people with the same goals.

Michael J. Hlavek, CFP^®