Who We Are

| More
ALCUS Financial Group, LLC, a Registered Investment Advisor headquartered in Mount Pleasant, SC, provides comprehensive, fee-based financial planning services to individuals and investment advisory services to both individuals and small businesses.
We serve clients nationwidewith the majority residing in South Carolina, California, and New York.
 
Our commitment is in helping our clients make smart decisions about their money so they can create the life they want. This is accomplished by focusing on sound, disciplined investment strategies.
Recognizing the value of the trust our clients place in us, we aspire to provide a high quality professional service that exceeds expectations.
 
ALCUS Financial Group, LLC has directly managed investable assets for individual and small business clients since 1999.
 
The following is a brief biography on Joe Baker, the President of ALCUS Financial Group.
 
Joe Baker has been providing financial planning and investment advice to individuals and small businesses since 1997. Joe is licensed as a Certified Financial Planner and also holds the Chartered Financial Consultant designation.

He is a frequent guest on several local TV news networks in Charleston, SC, providing expert advice on a wide range of financial issues and has been quoted in several industry magazines and newspapers, including the Wall Street Journal. He has also authored the book, 'Finding the Financial Planner That's Right for You'. Joe holds a Bachelor of Science degree in Electrical Engineering and a Masters in Business Administration.

He is a member of the Veterans of Foreign Wars and the American Mensa Society. Joe resides in Mt. Pleasant, SC with his wife Lisa and son Joe.

 


 

Additional information about ALCUS Financial Group is available on the Internet at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for ALCUS is 130698.


 

 


 
©2010 ALCUS Financial Group, LLC. All rights reserved.