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About Our Team

Our Company
Building Long-Term Relationships to Achieve Your Financial Goals

We have strategic partners with estate Planning Attorneys and CPAs that we work with and can provide our clients detailed recommendations during our Planning Process. 

Our Commitment

Identify. Plan. Communicate. Focus.

Successful financial planning demands a clear process that consists of trustworthy leadership, two-way communication, and timely follow-up.

  • Your financial goals are defined to meet your specific needs with our customized, personal, one-on-one service. YOUR unique problems are being addressed with unique solutions from our wide and deep “toolbox.”
  • You will be able to make informed decisions with confidence using our financial education resources.
  • Your financial goals and dreams will be defined, and a path toward achieving them will be created.
  • You will have a trusted advisor, and we will support you long-term, with a relationship based on financial leadership.

Our Principle

Even with an MBA in business, financial matters can be daunting. The experienced staff at Aquino Financial Group, LLC aims to manage and grow your money while providing continued education to strengthen our working relationship.

We listen, educate, and lead you to customized solutions.

We assist individuals planning for retirement to:

  • Clarify retirement goals
  • Simplify financial life
  • Create a suitable investment portfolio
  • Find peace of mind
  • Organize financial affairs
  • Coordinate investment accounts

We also work with individuals and business owners who want:

  • A second opinion on protection from life's "What ifs"
  • To protect heirs from estate taxes
  • To ensure heirs can retain family land or business after their death.

Aquino's Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Independent Strategic Partners

 Peter Murphy

Peter Murphy, CFA

President & Chief Investment Officer Freedom Capital Management Strategies

Benjamin Yingling

Benjamin Yingling, CIC, CRM, CLCS, CRIS

VICE PRESIDENT of Crawford-Yingling Insurance

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