At MoneyWise, we approach things a lot differently than the big, impersonal investment firms you might have worked with in the past. We think you deserve better!
Ready for a fresh, personal approach? contact us today.
1. We Put You First.
We believe that in order to provide you the best possible financial advice, we first need to understand what matters most to you. Before we even start looking at your portfolio, we’ll go through a discovery process to learn:
- Your values and goals
- Your personal interests
- Your investment experience
- Your family relationships
- How you define true wealth
- Your vision of your future
- What you most want to experience and accomplish in life
We take the time to know you better than anyone ever has in your financial life. By starting with this strong foundation of understanding, we can help you build a solid financial plan that gets you where you want to go in life.
2. We Don’t Work On Commission.
MoneyWise Financial Advisors is a 100% independent, fee-only financial advisory firm. Fee-only simply means that you pay us for our services. Unlike far too many other “financial advisors” who are actually in the business of selling products, we do not accept any commissions, bonuses, loads or referral fees. We have freedom to offer objective advice and recommend financial products that meet your specific needs.
The essence of our Fiduciary pledge is to uphold the highest standards of trust, loyalty, and confidence by always making decisions that are in your best interest.
3. We Are Part of a Nationwide Community of Experts.
MoneyWise is a proud member of The BAM ALLIANCE, an elite community of more than 140 independent wealth management firms across the U.S. who are united in the belief that there is a better way for investors and their families to safeguard their financial futures.
We also bring to the table a wealth of other A-list resources who add dimension and expertise to our recommendations and strategies. For more information, see Who We Are.
Ready to put the MoneyWise difference to work for you? CONTACT US today.