If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. We are a fee only Registered Investment Advisor and we follow the fiduciary standard by acting in good faith and your best interest at all times.
Only financial advisors who are Registered Investment Advisors are held, by law, to a fiduciary standard. Financial advisors who accept commissions are usually not fiduciaries and may be influence to act in their own best interests. Mason Road Wealth Advisors goal is to put our clients on the right investment path by using evidence based investing and the Modern Portfolio Theory.
Only financial advisors who are Registered Investment Advisors are held, by law, to a fiduciary standard. Financial advisors who accept commissions are usually not fiduciaries and may be influence to act in their own best interests. Mason Road Wealth Advisors goal is to put our clients on the right investment path by using evidence based investing and the Modern Portfolio Theory.
Services
There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
A duty to make full and fair disclosure of all material facts and, in particular, information as to any potential and/or actual conflicts of interest. We are a fee only Registered Investment Advisor and we follow the fiduciary standard by acting in good faith and your best interest at all times. Only financial advisors who are Registered Investment Advisors are held, by law, to a fiduciary standard.
Mason Road Wealth Advisors' goal is to put our clients on the right investment path by using Evidenced-Based Investing and the Modern Portfolio Theory. We create a portfolio consisting of globally diversified asset class funds. We do not attempt to select individual stocks nor time the market as active managers attempt to do.
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