Nyack, NY Office

Innovative Advisory Group provides investment management and financial planning to individuals, trusts, estates, corporations and employer‑sponsored plan participants. The firm offers discretionary asset management alongside comprehensive financial planning and business retirement plan services, and reports roughly 298 clients served by an eight‑advisor team with about $194 million in discretionary assets.

The firm integrates portfolio management with financial planning, drawing on charting, fundamental, technical and cyclical analysis and employing long‑, intermediate‑ and short‑term strategies; it generally avoids uncovered option writing and the routine use of margin. IAG also delivers standalone planning work and specialist services such as plan platform review, third‑party manager identification and family‑office style engagements.

Several features distinguish the firm from many team peers: it maintains a multi‑office platform (five offices), an ownership structure split equally between two principals through holding companies, and disclosed affiliated businesses that include an insurance agency and a media/holding entity, which the firm identifies as potential conflicts when insurance products or website referrals are involved. The firm also segments custody by asset type—typically recommending a major retail custodian for publicly traded assets and a separate banking custody solution for non‑public investments—and engages in solicitor and referral arrangements with unaffiliated advisers.