We are not just employees, we are owners.
As independent financial advisors, we have a vested interest in the well-being of our clients. Our clients' success is our own success. We work for you, not some company.
Free to think "Outside-the-box"
"If the only tool you have is a hammer, you tend to treat everything as if it were a nail." - Abraham Maslow
Larger well-known financial institutions often have a "one-size-fits-all" attitude when it comes to financial products, services and advice. Independent Advisors have the freedom to develop solutions that are catered to the unique needs of each client.
No Proprietary Products
Because we are independent, we are not tied to any particular investment product, service or software. We have the freedom to use the best resources available at any given time to meet our clients needs.
No-Internal sales quotas
The only "contest" or "requirement" is to do what is in the best interest of the client. It is our philosophy that current happy clients refer future happy clients.