Comprehensive Financial Planning Services for Individuals & Businesses -The Consortium Capital
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Wealth Management & Financial Planning
Holistic Wealth Management Solutions
Build long-term financial stability with custom investment strategies, portfolio management, and expert wealth-building advice.
Personalized Individual Financial Planning
Retirement Planning & Advisory Services
Secure your future with customized retirement plans designed to grow your savings and support your lifestyle through every stage.
Strategic Business Financial Solutions
Empower your business with smart cash flow management, succession planning, and tailored financial strategies that scale.
Special Needs Financial Planning Expertise
Ensure your loved ones are secure with compassionate, compliant financial planning for individuals with special needs.
Tax Planning
Maximize deductions and minimize liabilities with proactive tax strategies guided by in-house experts and CPAs.
Proudly Serving a Wide Range of Locations Across the United States
Scottsdale, AZ
Scottsdale clients benefit from our personalized wealth strategies, designed to grow and preserve assets through every life stage.
Alexandria , LA
Alexandria, Louisiana—often called the “Heart of Louisiana”—is a central River City on the Red River, known for its vibrant cultural festivals, historic downtown, and role as a regional hub for education, healthcare, and commerce.
Mandeville, LA
Serving the Northshore with tailored retirement, tax, and estate planning services for families and professionals in Mandeville.
Slidell, LA
From wealth management to business financial planning, we help Slidell clients secure their future with locally informed strategies.
Shreveport, LA
Helping individuals and business owners in Shreveport plan smarter with expert guidance on taxes, retirement, and legacy protection.
Austin, TX
In the heart of Texas innovation, our Austin advisors deliver personalized financial plans for tech professionals, entrepreneurs, and retirees.
Dallas, TX
Our Dallas-based financial strategies help high-earning individuals and growing businesses plan effectively for wealth and sustainability.
Houston, TX
From energy sector professionals to small business owners, Houstonians rely on us for investment, tax, and retirement planning.
Atlanta, GA
We help Atlanta residents and executives build and preserve wealth with proactive planning and tax-smart solutions.
Savannah, GA
Combining Southern hospitality with fiduciary-focused financial advice, we guide Savannah families and retirees toward lasting success.
St Louis MO
St. Louis, Missouri—nicknamed the “Gateway to the West”—sits proudly on the Mississippi River and is famed for its iconic Gateway Arch, rich blues and jazz heritage, and world-class cultural institutions
Charlotte, NC
Supporting Charlotte’s growing population with holistic financial services — from investment strategy to succession planning.
Raleigh, NC
Raleigh professionals and families turn to us for expert financial guidance built around their goals and North Carolina’s tax landscape.
Tulsa OK
Tulsa, Oklahoma—once dubbed the “Oil Capital of the World”—boasts a dynamic arts
Orlando, FL
Helping Orlando residents navigate retirement and tax planning in one of Florida’s most vibrant economic regions.
Pompano Beach, FL
Pompano Beach, Florida—a sun-kissed coastal city in Broward County—offers pristine beaches, world-class fishing and diving spots, and a relaxed seaside atmosphere.
Tampa, FL
Tampa clients count on us for tax-efficient wealth management and retirement planning built to handle Florida’s unique opportunities.
Miami, FL
In Phoenix, we support individuals and business owners with long-term financial plans adapted to Arizona’s evolving economy.
Our Mission Is to Build the Foundation of a Secure Future Under One Roof!
We’ve developed a hand-picked team within an open architecture to create a holistic financial process to best serve you in every key area of your financial world.
🎯 Our Mission
At Consortium Advice, our mission is to provide clear, comprehensive financial guidance that empowers individuals, families, and businesses to build secure, confident futures. Through personalized planning, expert insight, and unwavering integrity, we help clients make informed decisions at every stage of life.
Future
Future
Discover Our Four-Pillar Approach
1st Pillar : LEGAL
The legal pillar is our first step into securing your plan. It protects properties, investments, and financial plans. Although we are not attorneys, we have attorneys on staff to help legally protect you and your future.
*For these services we are not compensated
2nd Pillar : PROTECTION
This pillar is for the ‘what ifs’ in life. Here we will help you analyze what best fits you and your life goals. Our consultants will take the time necessary to create a personalized plan for all your needs and concerns, making sure you get the very best plan to protect you and the ones you care about.
3rd Pillar : TAXES
This pillar is important to help build your financial wealth and anticipates the outcome of tax liabilities. We can work together with your CPA or if need be, use our own on our staff.Our CPAs can help you plan your finances to attract the least amount of tax and ease the process of tax filing.
*For these services we are not compensated
4th Pillar : INVESTMENTS
This is the pillar that is often mistakenly put first in a financial plan. Here we put it last because it doesn’t matter how much you have invested if the first three pillars aren’t taken care of. Our registered investment advisors will help you choose investment strategies that will match your risk tolerance and timeline.
info@divifinancialadvisor.com
Business Hours
Monday – Friday 9am – 5 pm