Why independent financial advisors are the smart choice
In the corporate environment of large brokerage and investment management firms, the best interests of the client often come second to the firm’s desire to maximize profit. A board of directors, company management, and public shareholders all add layers of influence that, in our opinion, detract from the ability of an advisor to provide conflict-free advice.
Why we’re different
Small, fee-only financial planning firms like those listed on this website have a fiduciary duty to act in the best interests of their clients. As independent advisors, we work directly for our clients, not a corporate entity. We have made this choice because we strongly believe that our advice should be focused solely on the needs of our clients.
There are many additional pluses to working with a small, independent firm. Examples include:
A wide array of products
Because we are not affiliated with any financial product providers, we can select from a full array of solutions instead of being constrained by the limited slate of products a large provider might choose to offer.
Because we act as advocates when providing guidance on financial planning and implementation, our clients are empowered to make the best, most well-informed decisions about their own financial futures.
Because we handle all of our clients’ requirements personally, we develop long-term relationships with them and their families. As the relationship deepens, we gain a clear understanding of our clients’ unique financial goals and objectives, which helps us advise them even more effectively.