This is the question you should be asking any professional you’re looking to bring on to your team. There are five ways we differ from our competition:
We are diverse. Our team of advisors spans gender and focus areas.
We are all CERTIFIED FINANCIAL PLANNER™ professionals. Almost anyone can call themselves a “financial planner.” To hold the CFP® designation, one must go through rigorous experience and education requirements. A CFP® professional is held to a much higher standard than a financial planner without the CFP® designation.
We have an incredible amount of combined experience. Over 65 years between the financial advisors in our office. Our team approach allows our clients to access the best in each of us.
We are a fee-only firm. Unlike “fee-based” and “commission-based” firms, we do not receive our revenue though the selling of products and generating commissions which can lead to a conflict of interest. Instead, our clients pay us directly either as a percentage of the assets we manage on their behalf through our Retainer Services Model, or an agreed upon project fee through our Project Based Planning Service Model.
We’re local. When you call, you will talk to one of us. You will not be passed to another branch or routed to some other state. This is how we establish a deep level of trust with our client families. We’re here for them. We’d like to be here for you too.