Among the thousands of financial advisors, why would you choose us for your financial planning and wealth management needs?
As a former CFO and business owner, Matt Childs brings a unique perspective to our clients. Frankly, we believe this is an advantage in terms of relating to the needs and desires of our clients versus the many advisors who are lifetime products of the financial services industry.
When selecting a financial advisor, you need to be confident that the person you have chosen is both competent and ethical. In order to receive the CFP™ certification, one must have met rigorous requirements regarding education, examination, experience and practice standards. Further, the CFP™ has agreed to abide by a strict Code of Ethics, always putting the clients' interests ahead of our own.
CPAs introduce another perspective to the financial planning process yet are still able to advocate on the client’s behalf as financial planners. The CPA certification is granted through completion of comprehensive requirements including education, examination, experience, and practice standards. CPAs are equipped with tools that will allow them to help clients navigate technical issues like tax efficient investing and retirement planning, which can be stressful transactions or events for anyone.
We utilize an independent, fee based approach to managing our clients' investments. We offer no proprietary products and use an "open architecture" approach to identifying and evaluating the appropriate investment vehicles for our clients.