Our approach to wealth and investment management is different. As a Registered Investment Advisor (RIA), we have different motivations, standards, credentials and a different approach to wealth management.
DIFFERENT motivation – We are a fee-based advisory firm, meaning we don’t receive commissions for selling investments. Our success is directly linked to our client’s success.
DIFFERENT standards – We operate as an independent Registered Investment Advisor (RIA), meaning we’re held to a higher fiduciary standard by regulatory agencies such as the United States Securities and Exchange Commission (SEC).
DIFFERENT credentials – With more than a century of combined experience, our advisors’ credentials include CPA, CFP®, and other advanced degrees in business and law. We are also affiliated with Henderson Hutcherson & McCullough, PLLC, giving us access to some of the brightest accountants in the region.
DIFFERENT approach – We dive deep – understanding your unique goals and situation. Our comprehensive software programs can help us analyze both assets and liabilities, seeking not only investment opportunities, but also ways to reduce expenses.
To approach wealth and investment management differently, it takes having a top-notch team of financial professionals. It’s time you meet our dedicated team.