Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Nautic Financial Group and Great Valley Advisor Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents of the following states: PA, NJ, DE, NY, CO, SC.

Our Mission

In an ever changing industry, we will be your guiding light. 

Nautic Financial Group will cultivate a culture of integrity and professionalism .  We will be partners to our clients, always taking their part as our ethos of service demands.  Nautic Advisors will have an educational approach as the hallmark of their business offering and will at all time seek to educate their clients on every facet of their financial plan.  Perhaps quite like in no other facet of their lives, does it behoove clients to be informed on the products and services they are purchasing from the financial services providers they engage with.   Nautic Advisors will ensure that they do all they can to illuminate the strategies they choose for their clients.  This educational based approach should provide clients with the intellectual capacity to calm the emotional storms that arise from time to time and allow them to hear through the noise of an ever changing short term media focus.