We provide financial planning and investment management that is objective, unbiased, and solely for your benefit. We always do what is best for you. We have certified expertise, specialized education, and extensive experience, all of which are put to work solely for you. Recognized by the University of Florida as one of the 100 fastest growing, Gator-led companies in the world.
You are unique. We discuss your desires, goals, and needs, including those needs that you aren't even aware you have. No detail is missed, and no stone is left unturned. Rest assured that no matter what your financial situation is we will assess and analyze all of the options, determining the best course of action for you.
You are unique. We discuss your desires, goals, and needs, including those needs that you aren't even aware you have. No detail is missed, and no stone is left unturned. Rest assured that no matter what your financial situation is we will assess and analyze all of the options, determining the best course of action for you.
Services
We care about you; after all, serving your wealth management needs is why we exist. Since our founding in 2009, we have helped people optimally manage their wealth, and we can do the same for you, providing you with the peace of mind that we will always be on your side, doing what is best for you. As an independent, fee-only- fiduciary firm, we are rare, as less than 15% of all advisors are fiduciaries.
For years we have improved the financial lives of individuals, families, businesses, and institutions across the country, and we will do the same for you. No matter what stage of life you are in, financial planning is where we begin, as it ensures that we can reach your goals and maximize your resources.
We have put together this list of our most frequently asked questions to assist with any queries you may have. Please don't hesitate to contact us directly if your query is not covered below. You'll find our contact email and telephone number at the bottom of the list.
We are independent and fee-only, we serve as your fiduciary, we have certified expertise that few other firms can match, we have a unique and sophisticated investment strategy, and we work as a team, not as separate advisors.Financial Professionals operate as either fiduciaries (less than 15%) or salespeople (85%).
We are independent and fee-only, we serve as your fiduciary, we have certified expertise that few other firms can match, we have a unique and sophisticated investment strategy, and we work as a team, not as separate advisors.Financial Professionals operate as either fiduciaries (less than 15%) or salespeople (85%).
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