Broker Check

Independent Financial Advisor

A financial advisor is a professional practitioner who functions in a fiduciary environment. We offer a wide range of financial advice to our clients, and are able to offer ongoing advice on a variety of financial matters. We look at the criteria that will address your investment needs: service, the financial strength of the provider, risk factors, fees, and expenses.

The Benefits of Working With A Financial Advisor

A financial advisor is a professional practitioner who functions in a fiduciary environment and is required to place client interests ahead of their own.

When designing your portfolio, we are free to consider a broad spectrum of investment alternatives available today. There are no artificial limitations on which investments you can use or sales targets that influence our recommendations since we are not captive brokers.

When building your portfolio, we will weigh the merits of one investment against another, recommending investments that we believe are appropriate for your investment strategy. There is no pressure, and no incentive, to sell you proprietary products.

When assessing your portfolio’s performance, we can use objective criteria to gauge the performance of each investment. An expert financial advisor can help you track the progress of your portfolio toward the financial goals you’ve set, and advise you when it is appropriate to make changes and when it’s time to stay put.

We believe that adhering to the fiduciary standard is essential to maintaining client-focused relationships.