As a Fiduciary, independent Financial Advisor, I perform two types of work 1) financial planning and 2) managing investments. This work is done in an Advisor capacity only. We have no affiliations with any brokerage firms, sell no products, and accept no commissions. Fiduciary Financial Advisors was founded with a simple approach: the client's best interest comes first. Always. To that end, our team works in a manner that is anti-commission, fee-only, low fee oriented, and fully transparent. We are committed to our firm credo: 'In God we trust, everyone else must bring data' or put differently ‘Math wins.’ My specializations: * I work with Business Owners & Executives on everything from sale guidance, exit planning, and succession to concentrated stock, corporate cash, retirement planning, and financial life management. * I work specifically with Technology company Leadership, including Founders and Management through my direct role as an Advisor on the Techvisory advisory board * As a result of my past work helping business owners sell, I developed particular expertise in 'sudden money' situations such as inheritance, business sale, or legal settlement.. * Currently, I manage the personal financial accounts for a large number of Attorneys. I didn’t set out for this, it just happened but has become a specialty over time. As a Fiduciary Financial Advisor, I have sworn the 'Fiduciary Oath' which holds these five principles: 1. I will always put your best interests first 2. I will avoid conflicts of interest 3. will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional 4. will not mislead you, and I will provide conspicuous, full, and fair disclosure of all important facts. 5. I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts
Fiduciary Financial Advisors is an independent, fee-only, financial planning & wealth management firm founded on the core principles of conflict free, low cost investment advice and behavioral economic based financial planning for all investors.A few things to know about us:Our PhilosophyMath wins. We are a value focused firm that seeks to remain as prudent as possible at all times in both investing and financial planning decisions. Our firm credo is “In God we trust, everyone else must bring data.” (credit to Edward Deming)Fees/costs:We do not recommend commission based investment products but instead focus on fee-only advice for our investment management service. Fee levels are negotiable - however to protect our clients best interests, we have a maximum advisory fee of 0.95%, regardless of asset size, that may go lower depending on nest egg size and scope of work. This means our clients get a great deal compared with national averages (as measured by the most recent State of Retail Wealth Management published by PriceMetrix*). We proactively attempt to mitigate fees and expenses where possible.Our clients:Our clients are mostly individuals, families, and foundations. We primarily work with people who are feeling one (or more) of these:Not sure how much you pay in investment fees or commissions (we have a rule: if you don’t know how much you pay, it’s too much. It’s true almost every time)Not satisfied with the frequency or type of communication you currently receiveYou're putting money away, but still not sure where you will end up come retirementFrustrated with a lack of transparency or clarity about your investmentsWant to learn more about how to become a better investor, but don't want to take on a 2nd career.Each of our Financial Advisors is specially trained in their own niches which allow clients with specific needs to find just the right Advisor. To learn about each Advisor’s niche, go Meet the Team.Account size:We work with investors from $10,000 to $20,000,000 and everywhere in between. We do not believe in investment minimums. However that does not mean we take on everyone. Like you, we want a relationship based on trust and respect; two qualities that have nothing to do with how much money you have. (by the way - we're certainly capable and comfortable managing clients much larger than $20 million. If that is you, I challenge you to schedule a meeting and see why.) Our services:We’ve created a comprehensive menu of the services we offer in a format that will likely be familiar to you. Go check it out here.
Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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