The Value of our Fee-Only Advisory Firm
•We are held to a fiduciary standard, and take a fiduciary oath.
•No product sales, no commissions.
•Legally we must give advice that is in our client's best interest.
•Total transparency of recommendations and fees.
•Professional credentials, Certified Financial Planner.
Vanguard quantifies the value-add of best practices in wealth management
In 2016, Vanguard updated research conducted to quantify the value of a best practice, holistic financial advisor. The results: significant, almost 3%. Not only was there a great discrepancy by the type of advisor you work with, but the benefit is recognized through the aggregation of improvements in multiple areas manifesting itself in different places in different years.