As a fee only Hunt Valley financial consultant, we don’t sell any financial products. Instead we are only paid directly by our clients. This ensures that our interests are always aligned with yours. We are a fiduciary for you, which means we act in our client’s best interest.
We do not receive any commissions or sales fees from third parties. This allows us to select the best plan that is right for you and your family without any bias.
Our priority is ensuring that our clients are satisfied and being a fee-only advisor means that we do not sell anything but our services. We provide your with honest, expert, and unbiased advice.
In all of the advice and services we provide you will benefit from our applied investment philosophy – which is to maximize reaching your goals while not taking on more risk than you are comfortable with.
Why Choose A Fee Only Hunt Valley Financial Consultant
Being independent (not owned by a large corporation) is very important to us because it does not require us to “push” any products on our clients that we do not feel are in their best interest.
At most larger “corporate” financial entities this is unfortunately not the case and presents a conflict of interest between the advisor and client relationship.
These corporate entities have heavy pressure from the top down to grow assets (make the shareholders and corporate executives more money), which always isn’t in the client’s best interest.
As an independent register fee based advisor (meaning we do not sell products or collect commissions from selling certain products) we always put the client’s interest first. We are under no pressure or financial gain to do so otherwise.
So What’s Your Next Step…
This is why we originally became, and continue to be independently owned and operated. We are always available to discuss our services with you at no cost to see if we would be a good fit for you.
If you would like to speak to one of our advisors about integrating a wealth management strategy with your life goals, from an independent company that has your best interest in mind, give us a call today at 410-435-3270 or click here to submit your request online.