As fee-only, independent financial planners who offer an uncommonly high level of service to our clients, we begin our discussion with an informal interview to ascertain that our firm is the right fit for you.
Should we choose to work together, you will enjoy the services of a full team of specialists in every aspect of wealth planning. We also collaborate with your other professional advisors to seamlessly address your individual and business-related financial needs.
Client’s interests come first
Because we are an independent, fee-only financial planning and wealth management firm that works as a fiduciary, our client’s interest is at the core of what we do. We do not sell product or receive commissions, allowing us to provide unbiased, objective advice. We believe that your success and our success will be measured in our continuing commitment to character.
Fee-Only, And Not Fee-Based
It’s easy to confuse the two terms, but a quick way to remember the difference is fee-only is where fees to the firm ends, and fee-based is where those fees start. As a fee-only firm, the only fees you’ll be charged are advisory fees and nothing else. However, at a fee-based firm you may be charged an advisory fee on your money, and also pay hidden commissions to them on products they sell.
Our Fiduciary Oath
A fiduciary is defined as: “An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit.” In other words, we always put our clients’ interests above all other considerations meaning you get full transparency.