Institutional
Financial Strategy &
Education Partnerships
Biddles Group partners with organizations to deliver financial strategy consulting, governance guidance, and structured, non-sales financial literacy education aligned with program goals, funding requirements, and long-term sustainability priorities.
Financial Guidance & Strategy
Strengthen your organizational financial oversight, build capacity in decision-making frameworks, and support teams and leaders with practical tools and strategy engagement.
Gain support for leadership teams, boards, and program staff with practical frameworks, tools, and education that strengthen financial oversight, improve decision-making, and build organizational capacity.
Financial Literacy Education & Workshops
We help advise, implement and/or support your Financial Literacy programming. Financial Literacy is a pillar that enhances your populations future success and sustainability.
Programming is desinged to align with stakeholder preferences, organizational needs, and grant requirements. Our education is standardized and delivered by Certified Financial Education Instructors.
Financial Oversight & Governance Strategy
We provide guidance that helps organizations strengthen fiduciary responsibility and financial governance, including:
Our role is advisory and educational in nature. We do not manage assets or provide personalized investment recommendations.
A strategy partner — not a product provider
Biddles Group provides financial consulting, strategy, education, and tools.
We do not manage assets, sell financial products, or provide commission-based services.
This allows us to operate as a neutral partner, focused on clarity, capability, and long-term decision-making.
Experience & Alignment
- National Financial Educators Council (NFEC) — Advisory & Award Recognition
- Michigan Financial Educators Council (MFEC) — Board Advisor
- FDIC Money Smart Certified
- Nonprofit board and treasury leadership experience
- Credentials support credibility — partnerships are built on alignment.
How organizations engage with us
Structured workshop series focused on financial confidence, decision-making, and long-term planning.
Ongoing Strategy Partnership
Advisory support for organizations seeking consistency, alignment, and organizational sustainability over time.
Financial Education Workshops
Structured workshop series focused on financial confidence, decision-making, and long-term planning.
Tools & Curriculum Licensing
Access to dashboards, frameworks, and educational materials that support internal programming.
Engagements are tailored to organizational context, funding structures, and participant audiences.
Designed for institutional alignment
Education-first, non-sales approach
Language and delivery aligned with institutional standards
Governance and nonprofit treasury experience
Flexible engagement structures compatible with grant funding
Tools and frameworks participants can apply immediately
Start with an overview
Organizations typically begin by reviewing our institutional overview to determine alignment before scheduling a conversation. There is no expectation to move forward beyond initial exploration.
Copyright 2007 Biddles Investment Group
Disclaimer: Biddles Group provides financial education, research, and consulting services. We do not manage assets or provide individualized investment advice.
Biddles Group supports and collaborates with nationally recognized financial education organizations, including the National Financial Educators Council (NFEC), the Michigan Financial Educators Council (MFEC), and Mike Pair Money to advance financial literacy initiatives and community education.
Michigan
Administrative Office
15900 W. 10 Mile Rd Ste 211
Southfield, MI 48067
(248) 487-9496
info@biddlesgroup.com
service@biddlesgroup.com
Georgia
Investment Group Office
Partner Office