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Entrusting someone to manage your financial world is a big decision, and we do not take that decision lightly. It is important that you feel completely confident in the recommendations a financial advisor gives you.
When you hire a financial advisor, you may believe they have your best interest in mind – that they will always avoid personal motives and conflicts of interest. Or that they will disclose pertinent information regarding your investments.
Unfortunately, not all advisors are fiduciaries. Acting as a fiduciary requires an entirely different level of trust and loyalty to clients. Those who are fiduciaries are bound by a different standard of excellence. Legally, a fiduciary must always provide appropriate investment advice to you, and act with your best interests in mind.
We feel a truly holistic and well-rounded financial plan is not complete without understanding all options – fee-only services to financial products.
Unlike advisors who work for large broker-dealers, custodians, banks or insurance agencies, we are not required to “push” products onto our clients. We are completely independent in the truest sense, allowing us to remain focused on what matters to you.
Being independent means, among other things that we are free to recommend a wide array of options, regardless of who offers them. We enjoy being free to collaborate with you and advise you objectively as we design a financial plan to address your concerns and establish a path towards your goals and dreams.