We are Arista Financial Group, a focused, mission-based, and independent resource for institutional and private investors.
We believe institutional investors choose us for our participant-centric, fiduciary support. We understand the overwhelming fiduciary responsibilities institutions face when sponsoring a retirement plan. We aim to provide the fiduciary support they need so they can better focus on what they do best: running their business. The best plan level services can only work so well without excellent employee level services. We seek to help not only business owners, but also their employees pursue their retirement goals.
We believe private investors choose us for our independent, goal-based financial planning approach. As an independent firm, we put our clients’ best interests first in all of our decision-making and recommendations. We work closely with them to develop customized strategies tailored to their unique goals. Understanding the power of knowledge and clarity, we aim to educate institutional investors on their financial opportunities and strategies so they can make informed and confident decisions.