Your Trusted Guide
to Value-Driven Wealth Management.

Helping you align your investments with what matters most.

Our Team.

Elevating your investment potential with trust.

Alan B. Tingey, CFA

PRINCIPAL

Stephen Q Spencer, CFA

VICE PRESIDENT, SENIOR PORTFOLIO MANAGER

Gregory S. Tingey, CFP®

DIRECTOR OF FINANCIAL PLANNING

Angela Folsom

OFFICE MANAGER

Why Tingey Financial Group?

Because we believe you shouldn’t have to choose between building wealth and staying true to your values.

redefine your growth.

See financial growth not just as accumulating wealth, but as achieving holistic, life-changing progress.

Purposeful Impact Investing

Align with your values and make a difference.

Legacy & Generational Saving

Leave a meaningful legacy and empower future generations

To discuss your investments & wealth management requirements, or know about our services.

Get In Touch With UsGet In Touch With Us

Who We Help: Value-Driven Investors Like You.

from individuals to professionals
we help build a financially secure future.

  • Custom portfolios aligned with your principles and financial goals.

  • Personal planning that considers your values in every decision.

  • Strategies to ensure your wealth creates the impact you want for generations.

  • Committed partnership throughout your financial journey.