What Sets Us Apart
How We're Different
As an Investment Advisor Representative (IAR) registered with a Registered Investment Advisor (RIA) firm and a Certified Financial Planner™ practitioner, we adhere to the highest ethical standards in the industry. We follow a Fiduciary Standard of Care, meaning our client's interests always come first. Unlike many larger firms, we do not sell any proprietary products that could potentially create conflicts of interest. Our clients are our top priority, and we pride ourselves on our commitment to providing an exceptional client experience. To better understand our unique process, please visit the Client's Experience.
We don't believe in a one-size-fits-all solution when it comes to financial wellness planning. We understand that every individual is unique, and we believe in tailoring the best financial plans to match specific goals, values, and needs. Whether you are an affluent individual or recently entered the work force, your experience with us will be personalized. We offer comprehensive financial planning that is truly personalized. Depending on your needs, we provide both sophisticated cash-flow-based financial planning and simplified goal-based planning. In addition, we offer fee-based, active portfolio management, giving you access to over 500 institutional money managers as well as our in-house management. This gives you the opportunity to tap into the top-performing asset managers on Wall Street while also having the option to choose your own investments.
To start your financial wellness journey, take our 5-Minute Financial Tune-UpTM, which will help you assess your current financial situation and test your financial knowledge. After that, you can visit our "How to Select a Financial Advisor" page to learn more about the process of finding a reliable and competent financial advisor.
When selecting an advisor, it's important to request a sample financial plan, have them articulate their investment philosophy, and how they will communicate your account's performance, as well as how often (Example). These details can help you determine whether or not an advisor is a good fit for you. Even if you ultimately choose not to enlist our services as your personal financial advisor, we hope the information we provide will help you in your search.
At My Personal Financial Advisor™, we strongly believe in supporting our community. As part of our Give-Back campaign, we have two unique programs that are designed to help those who help others. If you think you might be eligible for any of these programs, please don't hesitate to reach out to us. We would be happy to hear from you.
Our Give-Back campaign includes:
- The Front-Line Responder program for Educators, 1st Responders, and Civil Servants Click Here
- The Care Package program for Active Military Click Here