- Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients.
- Because these advisors are independent, they are not tied to any particular family of funds or investment products.
- As fiduciaries, RIAs are held to the highest standard of care and are required to act in the best interests of their clients at all times.
- They are registered with either the Securities and Exchange Commission or state securities regulators.
Benefits:
- Customized guidance based on your entire financial picture.
- A relationship that is responsive, attentive, and personal.
- A fee structure that is simple and transparent. Fee-only, not fee-based. We do not receive commissions or incentives.
- A high level of expertise to support your complex financial needs.
- Your money is held by an independent custodian, not the advisor firm.