Investing in You
We all have those memories… the ones that are imprinted in our minds because something made them “stand out” or feel “special.” Whether those memories were focused on a person or a place, they feel as if we have just experienced them; no matter how much time has passed. Often times, in the world of wealth management, the memories that stand out are negative ones. From impersonal client experiences and feeling unheard, to recessions and inefficient portfolios. Many of you do not trust or want to work with a new firm, it is far too stressful and time consuming.
Our client experience begins by focusing on the people we represent. You are our most important asset. We take pride in knowing you personally. By doing so, we get an inside look at your goals, dreams, and desires of what you are seeking in your financial lives… This allows us to create a financial plan tailored to those personal needs/goals, develop a custom portfolio, and provide ongoing guidance.
Our advisors are affiliated with the Nation’s leading independent broker/dealer, LPL Financial (As reported by Financial Planning magazine, June 1996-2019, based on total revenue).
State-of-the-art technology and risk analytics software.
An immersive client experience where your needs/goals are always at the forefront. Think of us as your personal CFO.
Rigorous investment analysis to make sure your portfolio is tailored to your objectives.
Flat fee-schedule: The annual fee is an “all-encompassing” fee based on account balance that allows us to offer a comprehensive experience without the expense passed on to our clients for different services that may be provided.
BFS Advice, Stories and News
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We believe everyone deserves access to solid, professional investing guidance. We have earned our position as a SmartVestor Pro because of our experience in the industry and our drive to help others.
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