7424 Victor Mendon Road,
Meet the Team
We are an independent financial services firm that provides personalized financial advice to their clients, many of whom have complex financial needs. Because our advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. What are the benefits to working with an independent financial advisor?
No conflicts of interest: Independent advisors are not tied to any particular family of funds or proprietary products and can therefore, truly act in your best interest.
Advice tailored to you: With no conflicts of interest, our advisors bring a clear heart and mind to your life with one mission: create a personalized financial plan that helps our client achieve their goals.
Simple and Transparent Fees: Our fees are transparent. We aren’t afraid to hide them like other firms. We have published them on our website for everyone to see!
Your money is held by an independent custodian, not your advisory firm: Our advisors use independent custodians like Pershing, LLC or National Financial to safeguard our clients assets. This provides a reassuring system of checks and balances for our clients.
A high level of expertise and commitment: Independent advisors are entrepreneurs who truly own their own business. We believe this entrepreneurial spirit leads to a higher level of professionalism and experience for our clients and employees.
One of our primary goals is to develop a long-term, trusting relationship with you.
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