# Ford Financial Group
Source: https://planprovider.pro/provider/ford-financial-group

> From its base in Fresno in California’s Central Valley, Ford Financial Group is an independent Registered Investment Advisor (RIA) that works with individual…

Retirement Plan Advisor

Fresno, CA

## About Ford Financial Group

<p>From its base in Fresno in California’s Central Valley, Ford Financial Group is an independent Registered Investment Advisor (RIA) that works with individuals, families, and employer retirement plans.</p>

<p>The firm provides 3(21) fiduciary investment advice for plan sponsors and supports retirement plan oversight alongside broader wealth management work. Reported assets under management were $860 million as of November 2022 and $0.9 billion in 2026.</p>

<p>Ford Financial Group’s services include investment management, retirement planning, insurance planning, estate planning, and tax planning strategies. A practical differentiator is its clear separation from Ford Motor Company, which helps reduce brand confusion for prospective clients.</p>

<p>As part of the wider group of <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>, the firm can support both personal financial planning and employer plan decision-making.</p>

<ul>
<li>Registered Investment Advisor (RIA)</li>
<li>3(21) fiduciary investment advice for retirement plans</li>
<li>Investment management and portfolio construction</li>
<li>Retirement, estate, and insurance planning</li>
<li>Tax planning strategies and coordination</li>
</ul>

Website: [https://www.ford.com/finance/](https://www.ford.com/finance/)

## Office Locations

- Fresno, CA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $860.0M

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