Xception Advisory Group was founded in 2014 by M. Patrick Callahan, JD. The advisors at Xception have a unique combination of skills as both attorneys and financial consultants and specialize in guiding successful entrepreneurs in the top 1% of household income and net worth who seek better coordination among their business, estate, financial and tax planning. Xception Advisory Group designs sophisticated strategies that integrate client objectives on multiple levels and give them the clarity and confidence they need to make wise and important decisions.
Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Xception Advisory Group is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.
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