Our beliefs define us and our approach to financial planning
Concierge Wealth Advisors, LLC was founded in 2014 with one purpose – to provide clients with premium, in-home financial planning and investment advice with a focus on low-cost, passive investments. Instead of focusing on items outside of the firm’s control (macroeconomic data, individual investment performance, foreign exchange markets, etc.), the founders instead focus on managing risk, using low cost investments, and having a low, transparent fee structure. There are no surprises when it comes to the services provided by Concierge Wealth Advisors. They deliver what they promise and you know exactly what you are paying for and how much it will cost. This is a result of the founders being exposed to several different financial professionals throughout their own lives and seeing areas that could be improved. For Concierge Wealth Advisors, clients are the sole focus – not a means to an end.
While many financial advisors seem to offer objective advice, they are often slaves to their firms and offer products and services based upon how much they or their firm will make off of the transaction. By using a fee-only financial planning firm, you can be sure that the advice given is not limited to, or skewed towards, any particular product or strategy. This ensures that the investment advice is always based on the clients’ best interests and nothing more.