What The Teague Group does

The Teague Group is an independent financial advisory practice founded on August 1, 1977, by Barry A. Teague and headquartered in Charlotte, North Carolina. The firm provides wealth management, retirement planning, estate strategy, and insurance advisory services to individual clients, with Barry A. Teague holding securities licensing across North Carolina, Georgia, South Carolina, Texas, and Virginia and insurance licensing across multiple additional states. Securities are offered through a partnership with Equity Services, Inc., a FINRA/SIPC member broker-dealer, which provides the regulatory and clearing infrastructure for the practice.

The team is small by design, comprising four personnel: founder and owner Barry A. Teague, financial representative Joshua Mydosh (joined January 2025), office manager Laura Jones, and part-time assistant Lisa Burns. With more than 70 years of combined financial services experience across the team and 48 years of continuous operation under the founder, the firm operates as a boutique, relationship-driven practice rather than a scaled RIA platform. Compensation is generated through advisory fees, securities commissions, and insurance commissions on transactions facilitated through the Equity Services, Inc. relationship.

The business model is that of a traditional independent producer practice: client acquisition is driven by personal referrals and the founder's long-standing reputation, and revenue is earned per household across wealth, retirement, estate, and insurance product lines. The practice does not disclose proprietary technology, institutional client mandates, AUM, or revenue figures, and there is no indication of venture funding, M&A activity, or aggressive geographic expansion.

Name

The Teague Group

Legal name

The Teague Group

Website

https://theteaguegroup.com

Company type

Private

Founded year

1977

Operating status

Operating

Headcount range

11–50 employees

Short description

The Teague Group is a Charlotte, NC–based independent financial advisory firm founded in 1977, offering wealth management, retirement, estate, and insurance services to individual clients through a four-person team and its partnership with Equity Services, Inc.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG)

Keywords

• Financial advisory services
• Wealth management
• Retirement planning
• Estate strategy
• Insurance advisory

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Financial Advisory and Planning Services: The firm provides wealth management, retirement planning, estate strategy, and insurance advisory services. Revenue appears to come from advisory fees and/or commissions on financial products sold through their broker-dealer relationship with Equity Services, Inc.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

The Teague Group is a financial advisory and planning practice that delivers personalized wealth management, retirement planning, estate strategy, and insurance advisory services to individual investors. The firm follows a three-step process (Assess, Strategize, Implement) and uses a proprietary integrated financial model to coordinate, organize, and evaluate client assets. Securities and investment advisory services are offered through a registered-representative relationship with Equity Services, Inc.

Product overview

The Teague Group is a financial advisory firm that provides personalized wealth management and financial planning services. Rather than offering a software product portfolio, the firm delivers financial advisory services across retirement planning, wealth management, estate strategy, and insurance solutions, along with educational resources including a glossary of over 200 financial terms, tax resources, calculators, and articles/videos covering various financial topics.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Personalized retirement planning and income/distribution strategies for pre-retirees and retirees, including Social Security optimization and estate distribution planning. Delivered as a financial advisory service to individual investor clients.
• Wealth Management Portfolio construction and risk management for individual investors, including entrepreneurs, executives, peak-career professionals, and high-net-worth individuals. Coordinated through the firm's proprietary integrated financial model.
• Peak-Career Wealth-Building Strategies Wealth-building education and strategies targeted at career-focused professionals in their peak earning years, focused on accumulation-phase investing, wealth maximization, and career-transition planning.
• Estate Strategy Estate planning services covering strategies for every phase of life, including complex estate planning, tax optimization, and multi-generational wealth transfer for individual investors and high-net-worth clients.
• Insurance Solutions Insurance advisory and product solutions offered through Barry Teague's insurance licensing across 11 states (AL, CT, FL, GA, MA, MD, NC, NY, SC, VA, VT), supporting protection and risk-management objectives for individual clients.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Equity Services, Inc.coreChannel Partner/ Reseller/ DistributorBarry Teague is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., a FINRA/SIPC member broker-dealer. Securities and investment advisory services are offered through this partnership. The firm is located at 134 Meeting Street, Suite 170, Charleston, SC 29401.

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• Ameriprise Financial: Network of independent financial advisors offering wealth management, retirement, and insurance planning; closely comparable given The Teague Group's integrated advisory and insurance service model.
• Edward Jones: Large U.S. financial advisory franchise serving individual investors through a decentralized branch model with single-advisor offices; mirrors The Teague Group's local, advisor-led wealth management approach for retail and HNW clients.
• Barnum Financial Group: Independent financial planning practice affiliated with a larger broker-dealer, serving individuals with wealth, retirement, and estate planning; directly comparable to The Teague Group's model and size class.

Broad incumbents

• Northwestern Mutual: Large established provider of wealth management, life insurance, and retirement planning through career advisors; comparable in product breadth and target audience even though scale and brand recognition are far greater.
• Cetera Financial Group: Broker-dealer and RIA platform serving independent advisors offering wealth management and retirement planning; comparable in supporting small advisory practices similar to The Teague Group.
• Fidelity Investments: Diversified financial services firm with retail wealth management, retirement, and advisor services; comparable target audience and product suite, though at vastly larger scale.
• Wells Fargo Advisors: Wirehouse broker-dealer offering investment advisory and retirement services to mass-affluent and HNW clients; overlaps with The Teague Group's wealth management and retirement distribution offerings.
• Raymond James Financial Services: Broker-dealer supporting independent financial advisors serving retail and HNW clients with planning, investments, and insurance; comparable distribution and service model.

Others

• LPL Financial: Largest independent broker-dealer in the U.S., providing the compliance, custody, and product infrastructure that supports practices like The Teague Group; a peer-level alternative to Equity Services, Inc.
• Charles Schwab Advisor Services: Custodian and RIA support platform serving independent advisory firms; comparable as infrastructure enabling practices like The Teague Group to operate.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 The Teague Group