The fiduciary rule requires advisors to act in the best interest of their clients, and to put their clients’ interests above their own. It leaves no room for advisors to conceal any potential conflict of interest, and states that all fees and commissions must clearly be disclosed in dollar form to client. Fiduciary is a much higher level of accountability than the suitability standard many financial advisors are held to, which only requires that a recommendation be deemed suitable for a client or their investment portfolio based on their needs or objectives.

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

NewEdge Advisors, LLC is an SEC Registered Investment Adviser (RIA) providing specialized business services to a select network of over 100 independent financial advisors. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests. NewEdge Advisors, LLC supports us across a variety of areas including, compliance, custodial access, investment management solutions, human resources, and back office support.

We have selected Charles Schwab as our custodian. A custodian is a financial institution that holds customers’ securities for safekeeping to minimize the risk of their theft or loss. As one of the most diversified financial services companies in the industry, Schwab is a strong ally with a sturdy custodial foundation.

Individuals and families looking for a long-term relationship with a financial advisor. Our clients are dedicated to preserving their legacy, committed to achieving their financial goals, and looking for an advisor to develop a financial plan to support their objectives while reflecting the values and priorities that are most important to them.

We work with clients from a variety of professional backgrounds. While each is trained in his or her profession, often they are not experts in financial planning. We add value not only by helping you develop a plan but also by implementing and continuously monitoring it. We use our knowledge and experience as financial advisors to develop a financial blueprint designed to help you achieve your goals.

Yes, we are accustomed to working virtually with clients. Our technology and services are designed to support clients from any location that has an internet connection.

Please reach out to us by phone, email, or through our contact page to set up a prospective consult. We will keep the discussion high-level, so please do not feel the need to be overly prepared for our initial discussion.

Our goal is to make your life easier. This is especially true for new clients who are transitioning to our services from another provider. We have a simple, step-by-step transfer process, and we will be there to assist you through each step. Please contact us to learn more.