Happy Spring!

March 2024 represents a significant milestone for The Normandy Group.  Our CEO, David C. Partheymuller, CEP, CFP®, founded The Normandy Group in March of 1994.  The Normandy Group is celebrating 30 years since initially opening our doors for business.  The past three decades have presented tremendous opportunities in assisting clients with their financial planning needs.  We’ve been fortunate enough to work with many people with a variety of backgrounds, goals, and passions.  Our Dynamic Wealth Design process was created to help individuals, families, and businesses live with confidence.  As we look to the future, our passion for serving remains at the forefront of all that we do.  The Normandy Team is ready to take on your toughest challenges.  One of our core principles is to act in a fiduciary capacity.  This is ingrained in our approach.  We believe putting our clients’ interests first is not just the right way to do business, but the only way. We thank you for your continued confidence and trust over the years.  Cheers to another 30!

Concurrently with our 30-year anniversary, The Normandy Group has decided to go fully digital with our newsletter.  Instead of mailing hard copies each quarter, we will publish our articles on our blog at www.normandygroup.com/insights/.   Presently, there are more than 50 blog posts on the Normandy Blog page.  We will be adding more articles on a regular basis, so please feel free to check them out.  Also, with our emphasis of going digital, we would like to remind you to check us out on social media.  We are on Facebook, X (Formerly known as Twitter), LinkedIn, and YouTube.  See below for our accounts:

• Facebook: The Normandy Group
• X: The Normandy Group
• LinkedIn: The Normandy Group Investment Advisory Firm
• YouTube: The Normandy Group

We encourage you to follow us.  Content will be posted regularly on all social media platforms.  Lastly, our website, www.normandygroup.com, is filled with informational pieces about The Normandy Group and may be a useful resource.  If you or anyone you know is in the market for financial planning services, our digital footprint can assist with providing more information about our firm.  Please don’t hesitate to send them to our website to learn more about us.  A referral is the highest honor a business can receive from a client.  We will always do our very best to exceed expectations.

Again, thank you for your continued confidence and trust.  The Normandy Team is here to be of service.

Best regards,

Charley Partheymuller, CFP®

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