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Michael J. Auger, CEPA®

Wealth Advisor

Exceptional client service is about going beyond what the client expects. To be successful, you must always put your clients' best interest first and I am proud to be with a firm that recognizes the importance of the "client first" philosophy.
 

Background

  • Expertise in financial modeling, strategy & goal development, asset management, behavioral finance
  • Process oriented: integrated personal, financial & business planning - fee-based planning
  • Offers creative strategy design and problem-solving solutions to entrepreneurs, executives, and future leaders with a focus on emerging technologies & start-ups, real estate, private equity, venture capital, hedge funds, foundations & endowments
  • Specialization with growth-oriented companies and leaders, as well as baby boomer business owners and family businesses who wish to transfer or exit on their terms

Education

  • BA Political Science - University of Pennsylvania
 

Professional

  • Certified Exit Planning Advisor (CEPA)
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