What Financial Enhancement Group does

Financial Enhancement Group (FEG) is a privately held, fee-based SEC Registered Investment Advisor founded in 1997 by Joseph A. Clark, CFP® and Don Hodson, EA in Anderson, Indiana. The firm delivers retirement-focused wealth management to individuals and families across 30+ states through a team of advisors, planners, market technicians, and support specialists operating out of offices in Anderson, Lafayette, Indianapolis, and Brownsburg (Indiana), Woodstock (Georgia), and virtual locations in California. FEG organizes its advisory work around a trademarked Family Focus Process that coordinates five service pillars: Your Life After Work (retirement income planning), Tax Planning, Investment Playbook (evidence-based portfolio management), Risk Management, and Legacy Planning, with ancillary offerings including The Better Giver charitable-giving program and 1031 Exchange/Delaware Statutory Trust advisory.

The underlying technology stack is conventional for a mid-size RIA: portfolio construction is driven by a human allocation team (CIO Adam Harter, CFA; Senior Portfolio Manager Andrew Thrasher, CMT; Portfolio Manager Zach Unger, CFA), risk tolerance is quantified via a third-party Riskalyze Risk Number assessment, and client engagement is supported by an Orion ecosystem (the family login URL routes through Orion Advisor). Content and media tooling — a 2,000+ episode podcast ("Your Retirement Playbook," formerly "Consider This Program"), a weekly "Market Carver" video brief, the Elements in Focus video series, and an email newsletter triad — form the firm's principal marketing and retention infrastructure. No proprietary software, AI/ML systems, APIs, or developer-facing platforms are disclosed.

FEG's revenue model is straightforward: as an independent RIA with no commission-based compensation, no annuity or insurance sales, and no proprietary fund affiliations, the firm earns advisory fees on approximately $980 million in assets under management. The go-to-market is direct-to-consumer — primarily referrals, earned media (Fox Business, Wall Street Journal, Yahoo Finance, CNBC, Christian radio), workshops (Finances in Focus, Thirdly Gatherings held 15+ times per year, Critical Decisions workshops), and digital content — with the complimentary 90-minute Next Steps Meeting serving as the primary conversion mechanism from prospect to client.

Name

Financial Enhancement Group

Legal name

Financial Enhancement Group, LLC

Website

https://yourlifeafterwork.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Financial Enhancement Group is a fee-based, fiduciary RIA founded in 1997 that delivers retirement, tax, investment, risk, and legacy planning to families across 30+ states through six offices and a proprietary Family Focus Process, managing roughly $980 million in assets.

Ownership category

akta.pro rank

Product category

Wealth Management and Retirement Planning Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Fee-Only Advisory (FSAEAAAL), Retirement Income Planning & Decumulation Advisory (FSAEABAD), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Retirement planning services
• Fiduciary financial advisory
• Investment management services
• Tax planning services
• Wealth management advisory

Headquarters

HQ city

Anderson

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Fee-Based Advisory Services: As an independent, fee-based SEC Registered Investment Advisor, FEG earns revenue through advisory fees for financial planning, investment management, and related services. No annuity or insurance sales, no commission-based compensation.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Financial Enhancement Group delivers fee-based fiduciary financial advisory and investment management services to families approaching or in retirement. Its core deliverable is the proprietary Family Focus Process, which coordinates retirement income planning, tax planning, investment management, risk management, and legacy planning into a single written plan for each client. The firm supplements this with charitable giving advisory (The Better Giver), risk tolerance assessment (Risk Number), and specialized real estate tax-deferral strategies (1031 Exchange / Delaware Statutory Trust).

Product overview

Financial Enhancement Group (FEG) is a fiduciary wealth management firm that offers a unified advisory service built around its proprietary Family Focus Process. The core offering integrates five critical elements—Your Life After Work (retirement income planning), Tax Planning, Investment Playbook (investment management), Risk Management, and Legacy Planning—into a coordinated, personalized financial plan for each family. FEG's service model is supplemented by The Better Giver (charitable giving advisory), a library of educational resources including the Retirement Runway book, the Your Retirement Playbook podcast, the Elements in Focus video series, Finances in Focus workshops, and downloadable life-transition checklists. The firm also offers specialized services such as 1031 Exchange paired with Delaware Statutory Trust structures for real estate investors. All services are delivered through a team-based approach across offices in Indiana, Georgia, and California, serving families in over 30 states. FEG manages approximately $980 million in assets and has operated since 1997.

Differentiator

Problem solved

Functional benefit

Brands

• Family Focus® Process: The firm's proprietary financial planning process built around the Five Critical Elements of financial planning: Your Life After Work, Tax Planning, Investment Playbook, Risk Management, and Legacy Planning.
• Your Life After Work™

Products and services

• Family Focus® Process

Quantifiable outcome

• Reduce financial regrets through comprehensive, coordinated planning
• +2 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Huth Thompson, LLCminorStrategic or Co-development PartnerLafayette, Indiana accounting firm partnership formed in 1997 that expanded FEG's reach across Central Indiana. Don Hodson, FEG co-founder, came from this partnership, combining Joe Clark's financial planning background with Hodson's accounting and tax expertise.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Fisher Investments: Large independent investment management firm serving high-net-worth individuals and institutions — comparable in independent ownership and retirement-oriented client base, though primarily asset management-focused rather than planning-led.
• Edelman Financial Engines: Large national independent RIA offering financial planning and investment management, including workplace retirement plan services — comparable fiduciary model and retirement focus, but operates at much greater scale with hybrid digital/advisor delivery.
• Northwestern Mutual: Large diversified financial services firm offering retirement planning, investment management, and insurance through an advisor force — comparable retirement planning offering and target customer, but operates a hybrid product/commission model rather than FEG's pure fee-only fiduciary structure.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting affiliated advisors — adjacent to FEG in serving independent advisors and their retirement-planning clients, but at materially larger scale and platform model.
• Focus Financial Partners: Public RIA consolidator partnering with independent wealth management firms — comparable underlying business (independent RIA services), but operates as a multi-firm platform rather than a single integrated advisory practice.

Direct peers

• Carson Group: RIA and coaching platform serving financial advisors and their clients with holistic financial planning — comparable in fiduciary positioning and integrated wealth services, though larger and more distributed.
• Buckingham Strategic Wealth: Independent, fee-only RIA providing research-driven financial planning and investment management to households — closely comparable business model and target customer to FEG.
• Mariner Wealth Advisors: Independent wealth advisory firm offering comprehensive financial planning, investment management, and tax services to individuals and families — directly comparable offering and target client to FEG, at significantly greater scale.
• Creative Planning: Large independent, fee-only RIA serving individuals and families with comprehensive financial planning and investment management — directly comparable to FEG in fiduciary model, planning-led approach, and retirement-focused clientele.

Emerging players

• Facet Wealth: Digital-first financial planning and investment advisory firm targeting mass-affluent and near-retiree households — comparable target segment to FEG but differentiated by a fully remote, tech-led delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/feg_advisors
• YouTubeyoutube.com/@FinancialEnhancementGroup
• Facebookfacebook.com/FinancialEnhancementGroup
• LinkedInlinkedin.com/company/financial-enhancement-group

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financial Enhancement Group