We consider it a tremendous accolade. Not only because Barron’s is one of the most well-regarded financial publications in the industry. But the selection process is very thorough, taking into consideration much more than just the amount of money each firm manages. The methodology is comprised of detailed metrics, such as technology spending, staff diversity and succession planning.
These data points are indicative of a successful firm. However, they don’t tell the whole story.
So, what makes for a top adviser? Each financial firm has their own definitions.
Clients’ best interest ALWAYS comes first
Clients come to us with questions about their personal financial situations. Our mission is to provide objective financial and investment advice that is in their best interest to answer those questions.
Essentially, fiduciary advisers are required by law to serve the client’s best interest and act in utmost good faith at all times. All while avoiding conflicts of interest when possible and fully disclosing and mitigating any potential conflicts.
It is important to note that not all financial advisers are fiduciaries. Non-fiduciary financial advisers may recommend certain investment products, even if they may not be appropriate for your overall financial goals.
We all have many financial goals and needs. Sometimes they compete with each other, and almost always they change over time. Financial planning, therefore, should be an ongoing process, not a one-time move.
From building a portfolio to claiming Social Security, we help create a comprehensive financial plan so clients can reach goals throughout their financial lives, from the workforce through retirement.
Dedicated one-on-one guidance
When it comes to money, trust is essential. Trust is the product of good relationships.
For some financial advisers, the relationship is between a client and a company name. Whoever answers your call is your adviser for the day.
Ultimately, a top financial adviser wants to help people achieve a level of financial independence to go for their dreams. Every time we help a person do that is worth more than all the accolades in the world.