Benefits of Working With Us

Someone You Can Trust

For more than 20 years, our FEE-ONLY advisers have been helping thousands of individuals, families and businesses manage their assets, plan for the future, reduce taxes, and navigate financial planning challenges of divorce and legacy planning. We can help you no matter what stage of life you are in, and we always offer FREE consultations.

While it is completely fine to manage your own investments, there may come a time when you need assistance. If that's the case, we're here to help can support you if you:  

  • Have or are expecting to receive funds from retirement
  • Are near retirement or already retired
  • Received an inheritance or other financial windfall
  • Recently sold a business or about to sell one
  • No longer have the time to manage your portfolio
  • Are frustrated with your current investment manager, CPA or attorney
  • Are dissatisfied with your investment performance
  • Recognize a need for expertise

Our network consists of Certified Financial Planners (CFPs), Certified Public Accountants (CPAs) or licensed attorneys who operate on a "FEE-ONLY" basis. In simple terms, this means they will not charge a commission based on investment products they recommend or sell. Instead, advisers are paid a "fee" by you for advice. This fee may consist of a flat fee, an hourly fee or a percentage of assets under management. A summary of fees is listed within each professional's profile on 1800ADVISER.COM

We may not be the right fit for everyone. For instance, if you prefer getting advice from firms that charge commissions, sell proprietary products, or have hidden agendas, we are not for you. Similarly, if you prefer working with robots and financial software engines that provide computerized advice without considering human emotions and personal needs, we are not the right fit for you either. 

You Don't Need to be Rich to Hire a Financial Adviser. Just Smart™

From the start of any relationship, members of our network will personally answer your questions and provide you the assistance you need. When you work with us, you will appreciate that you can talk about your concerns with someone you can always trust. 

If you would like to connect with a member of our network, you can simply Contact Us by Clicking Here or visit 1800ADVISER.COM to review biographies of our individual advisers and select one or more to connect with.