Every aspect of our firm is built on the principle that clients come first. When people ask how we are different from other financial advisers, the answer is as simple as that. Read on to see how this mission is reflected in everything we do:
Team Approach: We have a team structure to ensure the best service for our clients. This allows our advisers to collaborate and specialize so that they can better provide the expertise and attention our clients deserve. Each month, we meet as a firm to collectively address concerns facing our clients and map out strategies to overcome them. Our staff is friendly, experienced, and qualified to assist our clients.
Education/Experience: We continually invest in education and training for our advisers and staff so that we can provide the best guidance possible. Our advisers average over 20 years of experience, maintain various professional designations (AIF®,CLU, ChFC), are CFP® certificants, and have each committed to ongoing education far above what our industry requires.
Costs: We price our services in a way that enables us to provide the high level of service our clients deserve, without going overboard for our own benefit. We diligently review investment related expenses and regularly compare our fees against the industry to ensure they remain extremely competitive. We fully disclose and discuss our fees so that our clients understand what they are paying and how we are being compensated.
Personalized Service: We do not outsource investment management or place our clients’ money into generic “models.” Each portfolio is personalized and designed specifically for that client, to best meet their needs and objectives. We have a defined process that is used with each client to ensure all pertinent areas are addressed.
Technology: Our clients have access to an easy to use, full-featured and secure web portal. This system allows our clients to view their account information, store copies of important documents (financial plans, tax returns, legal documents), and even aggregate additional outside accounts (such as 401(k)’s and bank accounts) all in one system.
Personality: We have a strong work ethic in our firm. Like anyone, we like to have fun, but feel our time is best spent in research, learning and communication with clients rather than entertaining. We will work tirelessly to make sure our clients’ financial goals become reality.
Independent: We are an independent firm – fully owned and operated by our advisers. We are not restricted by a parent company that could influence the advice we give or tools we use. This allows us to maintain our client-first focus.