We strive to create an exceptional experience for every client, rather than maximizing the number we serve. Within any industry, there exists academic types who tell us how things should work. Their solutions are based in theory, and seem simple and straight forward as a result. The financial services industry is unfortunately no exception.
In fact, our industry increasingly values theory and generalization as a core offering to clients. And while the simplicity proves profitable toward maximizing the number of clients served - while minimizing the time it takes to do so - it has also led our industry to being trusted less and less with each passing day.
In fact, our industry increasingly values theory and generalization as a core offering to clients. And while the simplicity proves profitable toward maximizing the number of clients served - while minimizing the time it takes to do so - it has also led our industry to being trusted less and less with each passing day.
Services
Our goal is to partner with you to serve as your financial advocate and guide for many years to come. While all relationships require some level of communication and cooperation between the parties involved, a true partnership requires an ongoing commitment to pursuing specific goals and objectives.
Douglas Brymer is a wealth advisor and President of Round Hill Wealth Management, a full service, independent investment management firm dedicated to helping enrich the lives of individuals, families and business owners at every stage. David Swanson is a Principal and wealth advisor at Round Hill Wealth Management.
Our mission is to take traditional strategies and adapt them to the Real World. This is accomplished by recognizing the limitations of "financial theory", and adjusting analyses accordingly. We ignore "investment generalizations", and focus instead on each client individually. While acutely aware of the past, we focus more on present-day conditions while looking forward to what it may mean for the future.
Financial planning is not static. It considers an ever-changing set of circumstances, and assumptions must be updated accordingly. The single most important truth about financial planning for the Real World, is that the process is subjective. There is no amount of planning one can do that will ensure future outcomes with exact precision.
The first thing to understand about managing investments in the Real World is that generalizations are dangerous. In fact - when not properly applied - they can lead to financial ruin. Think of going to a doctor who told you that your own symptoms and family history were irrelevant - would you ever go back to that doctor again?
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