As independent, fee-only advisors, we have structured our business so that our best interests are continually aligned with the best interests of our clients. Of equal importance, we carefully limit our practice to a select group of smart, successful, and fun clients to ensure we always have time to address their needs quickly and thoroughly when issues arise.
AAs a fiduciary advisor, we are obligated to act solely in our clients’ best interests. By comparison, brokers and advisors who are not fiduciaries must only believe their recommendations are suitable for their clients. As fiduciaries, we must disclose any real or potential conflicts of interest to our clients prior to and throughout our engagement. Fiduciaries must also adopt a code of ethics and fully disclose our compensation structure.
A fee-only financial advisor is compensated directly by his or her clients for advice, plan implementation, and the ongoing management of assets. This aligns the advisor’s interests with those of the client and avoids the potential conflicts of interest that can arise when a significant portion of an advisor’s income comes from selling specific financial products.
WHERE ARE MY INVESTMENTS HELD?
Stocks, bonds, mutual funds, and exchange traded funds are securely held in your accounts at Fidelity Investments or Charles Schwab.
We look forward to hearing from you! Please use the button below to schedule an introductory conversation to help us better understand your needs and determine if we are a good fit. Following your approval, we will begin the wealth management process by gathering a few documents and preparing the necessary paperwork.