choosing the right advisor


What's in it for you?

Once you take a look at the Five Key Benefits of Independent Registered Investment Advisors, you'll see why when choosing an investment advisor you should:

  • Get advice based on what’s best for you.
  • Understand exactly what you’re paying for.
  • Get advice for your complex needs.
  • Enjoy a different kind of relationship.
  • Know where your money is held.

It's simple, the right investment advisor does what's right for you.




"The right financial advisor can play a vital role in helping you tune out the media noise and focus on actions that can improve your investment outcome." 

Dimensional Fund Advisors










Why Work with a Independent Registered Investment Advisor?


You'll find you have a different kind of relationship with an independent registered investment advisor, because we provide a variety of services to our clients depending on our client’s individual needs and concerns. 

 As registered investment advisors, we'll look at:

  • Investing in goals - working with a couple in their late 40's with complex finances to guide them in achieving their life goals.
  • Investment advice that fits - helping a couple in their mid 50's to make some decisions about their family owned business.
  • Retiring forward into a new life - a single man facing retirement options receives long-term guidance and support from his advisor.


Your Charles Schwab Account


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