As independent financial advisors, we take our role as your advocate seriously. Managing your financial well-being is our priority. To ensure the highest quality of personalized service, we work with your existing and new partners to support every facet of your financial future. Likewise, when you work with our team, you also gain the strength of our network, including a nationwide community of wealth management professionals at Focus Partners Advisor Solutions.
Through our independent partnership, you enjoy the benefits of Focus Partners’ team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining a fiduciary approach that puts clients’ interests first.
Dimensional is a family of funds across asset classes. For more than 30 years, it has been translating compelling research into practical investment solutions for clients. We often find that Dimensional funds allow us to best target specific investment factors to achieve client financial goals. Though we receive no commissions from Dimensional for using their funds in client portfolios, we often select their products to best fit our client’s interests.
Fidelity is the primary custodian we use to hold our client’s accounts. All accounts are held in our clients names and our clients always receive monthly reports directly from Fidelity on holdings managed by us. Our ability to independently execute transactions on behalf of clients varies based on the comfort our clients have granting us authority.