In 2004, three established advisors from a large Wall Street firm set out on a mission to create a boutique independent financial services firm they could be proud of. They sought to provide advice and guidance to their clients without the questionable pressures a large firm may bring. They looked for a platform that offered products, services, trading and execution quality and friendly client interfaces that were state of the art.
The partners also knew that as entrepreneurs, they’d be able to relate better to their clients, many of whom run successful companies and built their wealth through their own hard work. They knew that they could differentiate themselves because they believed in themselves and the quality of advice and guidance they brought to each client relationship.
Most importantly, they could build an infrastructure that enabled them to serve their clients in the way they saw fit. On that foundation, the firm was born.
We’ve chosen as our primary custodian Fidelity Brokerage Services LLC, Member NYSE,SIPC. Fidelity provides brokerage products, solutions, and services to retail and institutional investors, and third-party intermediaries.
Committed to independence every step of the way
We are an independent financial services and wealth management firm, with offices in Maryland, Virginia and Colorado. The Wealth Advisors focus on first-class client service to address complex needs such as, asset titling and estate planning, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning, and traditional investment management. Using an open architecture allows the Wealth Advisor to reach across product platforms and address the unique financial circumstances. Guidance is built on a disciplined foundation that incorporates three key cornerstones and philosophies:
While there are always appropriate times to reevaluate portfolios and other plan strategies, our philosophy is designed to address long-term objectives, taking into account a practical approach to our clients’ day-to-day needs.
Understanding that additional professionals in your life are beneficial to the overall process and success of a financial plan, we encourage and often facilitate collaboration with your CPA, attorney, and other professional advisors. Creating a strong line of communication between all parties greatly improves the experience for our client and, more importantly, the chance of successfully reaching realistic goals. This comprehensive approach begins with:
- A thorough assessment of your current financial state
- Identification of financial goals, risks, and time horizons
- Plan development
- Plan supervision
- A customized communication schedule to suit client preferences
We do not offer proprietary investment products. Focusing on our clients’ best interests first, regardless of potential financial gain, is our number one priority. Our use of large, well known custodians complement that philosophy and translates to the delivery of:
- Access to independent research
- Robust security measures and resources
- Broad investment offerings
- Competitive pricing