A Financial Advisor

is a generic job title often used by someone who is not required to hold any specific credential.

  • Anyone can be a "Financial Advisor"
  • May not be required to abide by any educational, experience or ethical regulation
  • May not be a fiduciary, compromising loyalty between their firm, themselves, and their client
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A Fiduciary

is a professional who required by law to put their clients' best interest before their profits.

  • Makes recommendations on a Fiduciary standard, not the "Suitability" standard
  • Has taken an oath and is required by law to put your best interest before their profits
  • The Department of Labor may require retirement advisers to abide by this standard
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Experience the Difference for Yourself

Our team has committed themselves to a Fiduciary oath, which means our Fee-Only compensation model protects our clients from high-cost products and commissions. As your portfolio grows, so do we.

Meet Your Fiduciary

How should money be managed?

Choosing who manages your money is a very important decision.
Understanding exactly how it's being managed is equally critical.

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Straightforward, low-cost investments

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Advisors putting your interests first

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Advice uninfluenced by sales commission

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Personalized for your unique financial plan

Why You Can Trust Us Financial advice from your side of the table

Our team has committed themselves to a Fiduciary oath, which means our Fee-Only compensation model protects our clients from high-cost products and commissions. As your portfolio grows, so do we.

Our Advisors
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Investments That Work For You

  • Industry Leading, Independent Research
  • Low Cost Investments, Without Any Commissions
  • Tax-Efficient Investment Philosophies
  • Strategies Coordinated with Your Personal Financial Plan
Investing with Us
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Your Goals, Your Plan, Your Advantage

Achieving your goals and dreams doesn't end with an investment strategy. Our Certified Financial Planners™, and Wealth Advantage client sites give you the daily support you need.

Planning with Us

Get started today to partner with a fiduciary that has your best financial interests at heart.

Contact Us Now