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About AMG

Built for people who want more than generic advice.

AMG & Associates was created for people who want straight talk, smart strategy, and a team that treats financial planning like it actually matters — because it does.

Our Story

Why AMG exists.

AMG was founded in 2014 with a clear conviction: people deserve to understand the strategy before they commit to a solution. The financial industry can be opaque, transactional, and product-first. We chose a different path.

We built AMG to be a planning-first firm — one where clients are walked through their options, taught how the pieces fit, and supported through every decision. Our practice spans retirement income, tax-efficient design, insurance strategy, business planning, and legacy coordination.

Today we serve clients nationwide, from pre-retirees and business owners to families building wealth for the next generation. The work is personal. The strategy is real. The relationships last.

Our Philosophy

Align · Multiply · Grow

Three words that shape how we think about every client conversation and every strategy we design.

01

Align

Align your money with your life, values, goals, and responsibilities. Strategy starts with clarity.

02

Multiply

Use protection-first strategies that may help your wealth grow more efficiently over time.

03

Grow

Build toward freedom, confidence, and the ability to give more to the people and causes that matter.

Ahmande "Mondo" Grimes, Founder & CEO of AMG & Associates

Founder

Mondo Grimes.

Ahmande "Mondo" Grimes brings a rare mix of real-world grit, creative strategy, and financial education to the planning table. After a 13-year career in the music industry, he entered financial services in 2014 and built AMG around a simple belief: people deserve to understand the strategy before they commit to the solution.

Today, Mondo leads AMG's client work nationwide, with a focus on retirement strategy, protection-first planning, and the design conversations that make sophisticated strategy understandable.

The Team

People who make the work work.

Mondo Grimes

Mondo Grimes

Founder & CEO — Retirement Planning Expert

Founded AMG in 2014 after a 13-year career in the music industry. Built the firm around education before recommendation.

Larry Woods

Larry Woods

Chief Operating Officer / Advisor

Runs the operations of the firm and serves clients with a steady, strategic hand.

AJ Lavender

AJ Lavender

Marketing Director

Leads brand, content, and the way AMG shows up across every client touchpoint.

Dylan Palmer

Dylan Palmer

Licensed Consultant

Helps clients explore protection-first strategies and find the right solutions for their families and goals.

Cristina McNary

Cristina McNary

Licensed Consultant

Works alongside clients to understand their needs and connect them with strategies built for real life.

Gi'Anna Mitchell

Gi'Anna Mitchell

Project Manager

Keeps every client engagement organized, on time, and personal.

Zoe Grimes

Zoe Grimes

Executive Assistant

The throughline that keeps the AMG client experience consistent and high-touch.

Next Step

Ready to start a real conversation?

One call. No script. Just an honest look at where you are and where you want to go.

Schedule Consultation