Wealth Management Advisors
Trust is the most important commodity in our business, and the foundation of all relationships. As “fee-only” advisors (our only compensation comes from you directly), we are free from financial conflicts of interest to offer advice to implement one strategy or another.
We go further and take the “Fiduciary Oath” where we pledge to exercise our best efforts to act in good faith and in the best interest of our clients, as if we were in your shoes, rather than the more common “watered-down” suitability standard.
As “fiduciary-advisors,” we take a complete and holistic perspective of all financial matters when working with our clients, ensuring that your resources are all working in unison towards the achievement of your goals.
We are centered on our client’s needs. Every client situation has unique nuance and circumstance. It is our dedication to you, your unique needs and the value that comes from customized solutions where we create the biggest impact.
All of our senior advisors are Certified Public Accountants and/or Certified Financial Planners -The Most Trusted Advisors to most families. In addition, our senior advisors hold Masters Degrees in Financial Planning and/or Taxation and some are Personal Financial Specialists (the equivalent of Board Certified Physicians for CPAs who practice Financial Planning) and Certified Financial Planners™ (CFP®). Coupled with over 100 years of real-life experience in practice, we are highly qualified to meet your evolving needs.
Wealth Management Advisors, LLC is celebrating 20 years in business in 2020 with a meticulously clean record.
All client funds are held in accounts in the client’s name(s) at Charles Schwab & Company and/or Fidelity Investments- two of the largest and most reputable brokerage firms in the world.