Plan Wisely - Invest Confidently - Enjoy Life

At Client 1st, we believe in smarter, safer investing on a financial platform based on your individual goals.

Client 1st Advisory Group

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Client 1st Advisory Group

We are truly a firm like no other.  In our core values we believe in investing smarter, safer and better on a solid financial platform based on your individual goals. As an independent fee only advisor, our sole allegiance is to our client.  We are proud to operate in this fiduciary role free from conflicts of interest so we can always provide objective analysis and recommendations.

We create long-term plans

Unique Investing Solutions

Fiduciary Responsibility

Maintain the highest standard of care through the requirement of acting for the sole benefit and interest of the client.

Custom Investment Portfolios

We utilize a combination of passive and active strategies with an allocation to alternatives to minimize short term risk while maximizing long-term potential, all while lowering client fees.

Personal Interaction

We meet with all of our clients in person on a quarterly basis. You will never speak with a machine at Client 1st.

Our Advisors

Craig Philips

Craig Philips

Craig Philips

CEO/Managing Partner

Craig Phillips, CEO/Managing Partner, co-founded Client 1st Advisory Group as a premier Wealth Management firm whose unique Consultative Client Management (CCM) process enables the firm to deliver a consistent, high quality experience to each client.

Michelle Mabry

Michelle Mabry

President/Managing Partner

Michelle Mabry is President and Managing Partner of Client 1st Advisory Group. She holds the CFP® certification and is an Accredited Investment Fiduciary®. She has been working with clients to help them achieve their financial goals and dreams since 1989.

Dave Stieh

Dave Stieh

ManagingPartner/COO

Dave has over a decade of experience in the financial services industry. This along with his experience with Individual and Corporate tax preparation enables Dave to bring a higher level of financial planning skills to his clients.

Shaun Fedder

Shaun Fedder

Managing Partner

Shaun Fedder is an Advisor and Managing Partner of Client 1st Advisory Group with over 15 years of experience in the financial service industry. A native of South Bend, Indiana, he earned his Bachelor of Arts in History from Indiana University, and is a graduate of Cannon Trust School.

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