About Us

Our Team

We founded Citizen Advisory Group in 2006 to help area residents map out and implement successful retirement plans. As a relationship-driven organization, we’re committed to putting your needs above all else.

Meeting with Clients

We’re your people, working hard to earn your trust and devoted to making your journey to retirement a pleasant experience.

You can be confident that Citizen Advisory Group accounts for every aspect of your retirement plan. Our firm’s independence lets us make recommendations specific to each client’s needs and goals. As a result, we’ll present tailored solutions aimed at helping you reach your objectives—rather than one-size-fits-all advice.

We continuously monitor and adjust your retirement plan as needed. What’s more, we stay up to date on new laws and regulation changes that might impact your finances. We’re committed to providing excellent customer service and meeting the highest ethical standards.

Citizen Advisory Group is here for you today—and for your family tomorrow.

Our relationship-driven team is here to help guide you to retirement success. Count on our family to provide the direction you need when planning for retirement.

Martin holding files
Women of CAG
Kevin
Kevin Bucher

Your retirement journey begins here.

As Investment Advisor Representatives, we must meet a critical fiduciary standard. Toward that end, we only make financial recommendations that are in your best interests, always act for your benefit, and continuously place your objectives above our own.