Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.
After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.
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They are not fiduciaries.
We’re fiduciaries, legally bound to always act in your best interest.
They sell proprietary products that can find their way into your portfolio.
We don’t push proprietary products. Instead, we work with you to build a portfolio that suits your needs.
Your investments could be subject to hidden fees, revenue sharing and commissions.
We have a simple, transparent fee structure determined by the amount of assets we manage on your behalf.
Additional services are farmed out to partners, often under one roof, with a kickback to the referring firm.
We offer comprehensive services, including financial planning, estate planning, investment management, tax services and more.
Your team may not have the education and experience your wealth requires, or may be handling multiple roles rather than specializing.
Your team will include an investment manager, CERTIFIED FINANCIAL PLANNER™ practitioner, an attorney and a CPA.
