Broker Check

Everything You Need to Know

We believe every person can benefit from working with a trusted advisor (See Vanguard Study, an advisor who empathetically listens, someone who looks out for your best interest over their own, and an advisor who provides the right advice to help you make the right decisions. In short, an advisor who has integrity, cares and most importantly is trustworthy.

Few industries have created more disconnect, misunderstanding and confusion between them and their customers than the financial services industry. Study after study concludes a gap between what clients want from an advisor, and what the advisor thinks they want. Unlike say the accounting, legal or medical professions, where everyone knows what a CPA, Attorney or Doctor does, and why you need one, consumers often find it difficult to understand precisely what a financial advisor does, or even what the real benefit of working with one is. At best most consumers may conclude that an advisor manages my money, or at worst, that they sell me investments or insurance products.