Mission Statement

Our mission is to help individuals, families, and businesses achieve their goals and dreams by connecting them with experienced, honest and human professionals.

Reasons for Our Mission Statement

We believe that everyone can benefit from the guidance of a professional, but many people have concerns about bias and transparency. When faced with an urgent need, it can be overwhelming to try to find a trustworthy professional who is truly interested in helping you meet your goals.

That’s where we come in.

We are dedicated to connecting individuals, families and businesses with professionals who are honest, and who prioritize their clients’ needs above all else. Professionals listed in the 1800ADVISER.COM directory take the time to understand your unique financial situation and provide personalized, unbiased advice to help you make informed decisions about your future.

We are here to support you every step of the way and you can have peace of mind knowing that you have a trusted partner to guide you.

We also believe that people need people. Unlike robotic software algorithms artificial intelligence systems, our team consists of “human advisers” who are dedicated to providing personalized, transparent financial advice to help you achieve your long-term financial goals.

Human advisers are the best choice for advice:

  • Personalized approach: We believe that professional services such as financial planning, tax, law and college planning advice is a personal process that requires open communication and a deep understanding of each client’s individual circumstances.

  • Strong, collaborative relationships: Humans have emotions, and we believe that building trusting, collaborative relationships with our clients is the best way to deal with them. 

We are passionate about our mission is and are committed to being a trusted partner in your financial journey.

If you have never worked with a Fee-Only professional before or looking for a second opinion, we can help you.  Simply Click Here to get a Free Consultation. Alternatively, visit 1800ADVISER.COM to browse biographies of individual professionals and choose one or more to connect with.  

All questions answered privately by email.

Connect with a Fee-Only financial planner, money manager, CPA or lawyer.

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