What is an independent financial advisor and why does independence matter?
Our custodian, Charles Schwab & Co. Inc. has created a video series that highlights the values Registered Investment Advisors live by – trust, accountability and the fiduciary standard. This video highlights why independence matters. Just like the advisor in this video, independence gives us the power to focus on our clients in our firm and act in their best interests.
For our firm, it’s about TRUST and TRANSPARENCY.
TRUST that we do what’s right for our clients, without the constraints imposed by traditional brokerage houses.
TRANSPARENCY in the way we’re compensated.
Our philosophy is one of service, not sales.
That’s why we’re independent.