Client 1st Advisory Group

06/17/2026

At Client 1st Advisory Group, financial advising isn't just what we do — it's who we are.

We believe that true financial guidance doesn't start at retirement — it starts long before. Whether you're building your future, navigating life's unexpected turns, or stepping into the retirement you've always dreamed of, we are honored to walk every step of that journey WITH you.

What makes us different? We're not just a team. We're a family — built on faith, rooted in loyalty, and driven by a passion to see our clients thrive.

From the early days of saving and planning to the moment you finally get to enjoy the life you worked so hard for, we are here — fully invested in YOU.

Because at the end of the day, you're not just a client. You're family.

Client 1st Advisory Group
(800) 843-3249

06/10/2026

Michelle and Morgan have joined forces to give you a quick overview of what we do and how we support people facing all types of situations.

Client 1st Advisory Group, LLC is an independent financial services firm and uses a variety of different investment strategies. This is prepared for informational purposes only. It does not address specific investment objectives or the financial situation and the particular needs of any person who may receive this material, and should not be construed as investment, legal, or tax advice.

06/10/2026

Your Client 1st Advisory Team

05/28/2026

A real life case of a recent widow and how we helped...

Client 1st Advisory Group, LLC is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.

05/15/2026

Our CEO, Michelle Mabry, represented Client 1st Advisory Group this week at The Miami Active Exchange Roundtable, where she participated in a panel featuring women leaders that celebrated the unique perspectives driving stronger outcomes.

04/14/2026

Invest in Their Future Before They Even Know It

02/26/2026

You could have a million dollars saved—but if it's not allocated correctly, taxed wisely, or built to last, it might not go far enough.
Today’s retirees need more than investment advice—they need coordinated income, tax, and healthcare strategies.
That’s what a true firm with a fiduciary duty should deliver.
Welcome to Client 1st Advisory Group

02/18/2026

Client 1st Advisory Group is proud to honor our Founder & CEO, Michelle Mabry, CFP®, AIF®
We are honored to announce that Michelle Mabry has been ranked #2 on Forbes' Top Women's Wealth Advisors Best-in-State list for 2026.
This continued recognition reflects Michelle's unwavering loyalty to her clients, her team, and the communities she serves. For more than 30 years, Michelle has built deep, long-term relationships rooted in trust, consistency, and a steadfast commitment to always putting clients first.
Her fiduciary-first philosophy, thoughtful guidance through life's transitions, and dedication to helping families build lasting legacies are at the heart of everything we do at Client 1st Advisory Group. Many of Michelle's client relationships span decades-a testament to the care, integrity, and personal attention she brings to each family she serves.
We are incredibly proud of Michelle's leadership and grateful for the example she sets every day. Please join us in congratulating her!

*Certified Financial Planner Board of Standards Inc. (CFP) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® in the United States., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Michelle Mabry is #2 on Forbes' 2026 Top Women Wealth Advisors Best-In-State list. Read more about Michelle Mabry, their experience, their asset summary, and more here.

02/05/2026

Today’s retirees are facing longer lifespans, rising healthcare costs, and increasing market volatility. Add in inflation, and suddenly, “what worked before” might not work now. That’s why choosing the right financial advising firm—one that acts as your Family CFO—matters more than ever.
We help clients plan not just for retirement, but for what comes next.

01/20/2026

We’re pleased to share that Paul Harris has joined C1AG as a Financial Advisor, expanding our team and enhancing the level of service we provide to our clients.