Wiggin Financial Services is a Fee-Only firm that provides investment management services supported by financial and legacy planning. Our firm led the industry by becoming one of the first CERTIFIED FINANCIAL PLANNER practitioners in Florida to implement Financial Life Planning. As registered investment advisors, we have a fiduciary duty to our clients.
That means we are legally bound to provide financial advice that is in your best interest. Our strong philosophy of transparency dictates that investment strategies and compensation fees are discussed and clearly identified upfront. Unlike fee-based or commissioned advisors, we have no vested interest in the financial products we choose for your portfolio.
That means we are legally bound to provide financial advice that is in your best interest. Our strong philosophy of transparency dictates that investment strategies and compensation fees are discussed and clearly identified upfront. Unlike fee-based or commissioned advisors, we have no vested interest in the financial products we choose for your portfolio.
Services
I find the great thing in this world is not so much where we stand, as in what direction we are moving: To reach the port of heaven, we must sail sometimes with the wind and sometimes against it, but we must sail, and not drift, nor lie at anchor. One of the questions I ask new clients is: "If you had all the money you'd ever want or need, what would you be doing right now?" My answer may surprise you: I would still be a financial advisor.
At Wiggin Financial Services, it's all about you. When we meet for the first time - whether in person or by phone - we'll discuss your financial needs, risk tolerance, and long-term goals. Are you comfortable with slow, steady growth, or are you interested in more aggressive investing?. Answers to these and other questions reveal your Investment Profile, which we then use to formulate our investment strategies.
Only Registered Investment Advisors have a fiduciary responsibility. Some CFPs and investment counselors/advisors work for banks, insurance companies, or brokerage firms as fee-based advisors or commissioned salespersons and do not have fiduciary responsibility. The CFP designation is considered the "gold standard" of financial advisory certifications.
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