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Our Values

Since our founding, Mazza Financial Group has consistently adhered to our mission of enhancing the lives of our clients. We believe our values reflect that commitment, allow us to provide the best overall client experience and help deliver the long-term results our client desire.

Client Interest Always Comes First
This core value drives everything we do. While our primary consideration is the unique circumstances of each client, we are guided by the following principles:

Each client has goals and aspirations. In the end, wealth is not what matters most, it is simply a vehicle to help deliver the things that truly matter. We listen so that we can understand what truly matters to you.

Integrity and Trust
We will conduct ourselves with the utmost integrity and with the highest ethical standard. Integrity and trust serve as the code of conduct by which we hold ourselves accountable.

Commitment to Independence
We recognize that putting client interest first and providing unbiased professional advice free from the pressures to act on recommendations from in-house analysts and research or to use only proprietary products or other services are the hallmarks of independence. We have been and always will be committed to providing unbiased advice as independent advisors to our clients.

We believe the approach that leads to the best long-term results for our clients demands we align ourselves with the best partner to position us to deliver the solutions and resources to help you achieve your goals. To this end, we have affiliated with Independent Financial Group, LLC an independent broker/dealer and registered investment advisor.

In addition, we work closely with other professionals you may have engaged to ensure your unique vision is implemented and monitored over time. We routinely work hand in hand with accountants, lawyers and insurance agents to provide the best teamwork for you as possible.

Aligned Incentives
We are a fee based firm and are compensated based on a percentage of assets for which we provide advice to you. Our advisory fee compensation will increase only when your account values increase and our advisory fee compensation will decrease when your account values decrease. This creates a powerful alignment of interest between us and our clients.