Acacia Financial Group, Inc. (or AFG) is an independent, women and minority owned full-service financial advisory firm providing comprehensive financial advisory services to state, county, and local governments in New Jersey, New York, Ohio and Pennsylvania. 

AFG was launched in May of 2006 by certain prior members of Public Financial Management, Inc. and Municipal Advisory Partners, Inc. with the conviction that governmental entities would benefit from the services of a financial advisor that was not only expert in the issuance of debt, but was also cognizant of the policy concerns unique to the public sector.  Our roster of clients served and the complexity of the financings undertaken on their behalf speak to the success of our efforts. AFG places a premium on senior level service, a commodity prized by our client base and a primary reason new clients elect to use the firm.

The professionals of Acacia Financial Group, Inc. continually strive to provide thoughtful advice and analysis to the complex task of designing and implementing public finance strategies.  It is important to note that the quality of work and level of service provided to an account is a direct function of the individuals assigned to work on that account.  AFG’s shareholders each have in excess of 10 years of direct municipal bond financing experience, gained through hands-on experience as advisors, underwriters and securities analysts.  During the course of their careers, AFG’s professionals have advised issuers on project financing, debt management, rating strategies, derivative products and investment strategies.

Proven Track Record
The firm’s team of professionals has a proven track record of success managing engagements for governmental entities ranging from small local governments to the largest bi-state authorities. AFG’s professionals have served as financial advisor on over $35.8 billion of taxable and tax-exempt financings since 2000. In 2005 alone, AFG’s professionals advised on over 90 transactions with a total par value of over $6.6 billion. This combined experience would have ranked the firm number one in the State of New Jersey in both the number of transactions completed and total par value issued and in the top 10 nationally.

Independence
AFG is a corporation whose shareholders include some of the most recognizable and respected names in the industry.  The firm is wholly owned by the shareholders and is not a subsidiary of any other company.  As the firm does not engage in the underwriting or distribution of bonds, we can assure our clients of the highest level of objectivity in the advice rendered; advice which is free of the potential conflicts of interest that can arise from a motivation to participate in current or future underwritings. 

Commitment to Public Finance
Acacia Financial Group, Inc. was founded with the expressed goal of providing financial advisory services to governmental entities.  As other corporations change their level of commitment to various business lines depending on stock prices or mergers, AFG’s sole line of business is the provision of financial advisory services.

AFG’s professionals have invested their municipal finance expertise in creating a firm that capitalizes on their success in providing quality financial advisory services. AFG’s professionals have always remained focused on its mandate to provide financial advisory services to governmental entities and have worked hard to establish a firm which will continue to serve our clients well into the future.

Commitment to Quality Management
AFG’s definition of quality financial advisory services extends beyond knowledge of the public finance industry.  It encompasses commitment to the client's mission, creativity in developing financial solutions and a demonstrated determination to solve problems and overcome obstacles on a client's behalf.  Other qualities, too, are important to a financial advisor's ability to be an effective financial counselor to a client over the long term.  Broadly, these include sensitivity to the environment in which the issuer is operating and a well-developed, instinctive ability to structure financings within larger public policy objectives.