Why Choose Us
A Tailored Approach
We understand that prospering in your second half means different things to different families. This is why our signature service is holistic financial planning and wealth management. While our process is the same for everyone, our plans are tailored for the unique needs of each family. By proactively meeting, communicating frequently, and keeping you updated on your investments and planning strategies, we believe we can build stronger relationships that last for years.
Our relationship with you is supported by the strongest standards of integrity, trust and accountability. Our commitment is to act as fiduciaries and serve your best interests placing them ahead of our own. We help you make progress toward your goals, avoid obstacles along the way and be a resource for guidance.
As an independent firm, we are not tied to any proprietary financial products. We are solely focused on our client’s objectives and expectations. Our mission is to help find the most appropriate, reasonably priced financial products that are best suited for each family. We utilize a consultative, not a sales approach.
Power of Network
We are powered by LPL Financial, the largest home to independent financial advisors in the United States*. We are also a member of the Independent Advisor Alliance (IAA), which is headquartered in Charlotte, NC. One of the largest groups of advisors within LPL Financial, IAA provides us with local support, resources and staff along with the strength of being part of a strong, collaborative advisor group.
A High Level of Transparency
With something as personal and emotional as your finances, trust and transparency are essential. As such, our fees will be clearly communicated to you before and during our relationship. Simply, we can be paid in three ways: payments to us for financial planning and consulting, advisory fees for investment management, and commissions for placing insurance products and brokerage transactions.
*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.
Independent Advisor Alliance is a registered investment advisor and separate entity from LPL Financial.