Fee-Only Financial Advisors in New York, NY

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the New York, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every New York, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Joseph Piela

CFP®

Sax Wealth Advisors, LLC

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country

I can work with clients anywhere!

David Kressner

CFA, CFP®

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Avani Ramnani

CFP®, CDFA®, CPWA®

Francis Financial

New York, NY

Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.

I can work with clients anywhere!

Asher Rogovy

MSc

Magnifina

New York, NY

Specialties: Investment Management, Retirement Planning, Real Estate Investing, Financial Planning, Ethical Investing, Private Equity

Fee-Only investment advisor specializing in individual portfolio management. While based in New York City, currently 47% of clients are out-of-state.

I can work with clients anywhere!

Gregg Munn

CFP®, CPA

Sax Wealth Advisors, LLC

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country

I can work with clients anywhere!

Stacy Francis

CFP®, CDFA®, CES™

Francis Financial

New York, NY

Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.

I can work with clients anywhere!

Jessica Nelson

CPA, CFP®

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Marie DeCaprio

CFP®, CFA®

SAX Wealth Advisors, LLC

New York, NY

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Optimal spend down strategies for retirees

Fee-Only Financial Advisor serving the Greater NY area

I can work with clients anywhere!

Julie Ford

CFP®, CPA

Ford Financial Solutions

New York, NY

Specialties: Comprehensive Financial Planning, Life Transitions, Retirement Savings, Investment Management, College Education Planning, Budgeting

As a fee-only financial planner with over a decade of experience in the industry, Julie Ford has helped hundreds of clients to wisely manage their money. She specializes in serving city-dwelling couples as they navigate the many transitional seasons that come with building a family.

I can work with clients anywhere!

Andrew Altfest

CFP®, MBA

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Review

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Andrew Kleinberg

CFA®, CFP®

Grand Central Financial Planning

New York, NY

Specialties: Investment Advice, Comprehensive Financial Planning, Tax Planning, College Education Planning, Retirement Income Planning

Andrew Kleinberg specializes in transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums and no ongoing fees or obligations. Located in Midtown Manhattan.

I can work with clients anywhere!

Prem G. Hira

MBA

Investry, LLC

Scarsdale, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Socially Responsible Investing

Investry is your sanctuary for sustainable wealth. Fee-Only financial planner located in Scarsdale, NY, serving clients locally and across the country.

I can work with clients anywhere!

Michael Prendergast

CFP®, MBA

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.

I can work with clients anywhere!

Anna Sergunina

CFP®

MainStreet Financial Planning

New York, NY

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.

I can work with clients anywhere!

Jan Pevzner

CFP®, EA

Gotham Block, LLC

New York, NY

Specialties: Equity Compensation Planning, Stock Options, RSUs, Restricted Stock, Tax Planning, Investment Management, Concentrated Positions

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Gary Schatsky

JD

IFC Personal Money Managers, Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Objective Financial Advice and Fee Only Financial Planning. Located in New York, NY and Serving the Entire Region and Clients Nationwide

I can work with clients anywhere!

David Frisch

CFP®, CPA, PFS

Frisch Financial Group, Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide

I can work with clients anywhere!

Deva Panambur

CFA®, CFP®

Sarsi, LLC

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Risk management and estate planning

Fee-Only financial planner located in New York, NY, and West New York, NJ serving clients locally, across the country and overseas

I can work with clients anywhere!

G. Martin Poole

CFP®, RFC®

HFH Planning Inc

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We take clients' financial puzzle pieces and make them fit.

I can work with clients anywhere!

Chelsea Ransom-Cooper

CFP®

Zenith Wealth Partners

New York, NY

Specialties: Comprehensive Wealth Planning, Investment Management, Project Based Assessments, Business Advisory Services, Socially Responsible Investing

Trailblazing a new approach to financial planning and investment advice for women and people of color

I can work with clients anywhere!

Sara Stanich

CFP®, CDFA®, CEPA, MBA

Cultivating Wealth

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Investment Management, Business Owner Exit Planning, Divorce Financial Planning, Retirement Planning

Let us help you understand your financials today, make better decisions tomorrow, and build wealth for a lifetime. Based in NYC and The Hamptons, serving clients regardless of location.

I can work with clients anywhere!

Anthony Benante

CFA®

Baron Financial Group, LLC

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City

I can work with clients anywhere!

Liz Frazier

CFP®, MBA

Frazier Financial Consultants

Katonah, NY

Specialties: Comprehensive Financial Planning, Retirement Projections and Planning, College Education Planning, Budgeting, Debt Management, Risk & Insurance Assessments, Saving for Goals, "Getting On Track Financially", Investment Recommendations

Fee-Only financial planner located in Katonah, NY, serving clients locally and across the country

I can work with clients anywhere!

Ekta Patel

CFP®, MBA

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Jeremy Rhen

CFP®

Sax Wealth Advisors, LLC

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Ewing, NJ, serving clients locally and across the country

I can work with clients anywhere!

Kevin Peacock

CFP®, CAIA®, EA

Astra Wealth Partners

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Savings

Fee-Only financial planner located in Jersey City, NJ, serving clients locally and across the country

I can work with clients anywhere!

Chris Pollard

CFP®, MBA, EA

Great Path Planning

Monroe, NY

Specialties: Retirement Income Planning, Small Business Ownership, Business Ownership Transitions (Buy/Sell), Tax Planning and Advice, Comprehensive Financial Planning, Investment Management

Fee-Only financial planner located in Goshen, NY, and Suffern, NY.

I can work with clients anywhere!

Shawn Gallagher

CFP®, CRPC®

Frisch Financial Group, Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

Fee-Only financial planner located in Melville, NY, serving clients locally and across the country

I can work with clients anywhere!

Michael Schupak

CFP®, EA

Astra Wealth Partners

New York, NY

Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.

I can work with clients anywhere!

Jennifer Kang

CFP®

JWK Financial

New York, NY

Specialties: Financial Independence Planning, Retirement Income Planning, Investment Advice, Tax Guidance, Cash / Debt Management, Risk Management, Estate Planning

Flat Fee-Only financial planner located in New York serving clients locally and across the country

I can work with clients anywhere!

Kaya Ladejobi

CFP®, MBA

Earn Into Wealth Strategies

New York, NY

Specialties: Comprehensive Financial Planning, Cash Flow Planning, Investment Management, Debt Managament, Tax Planning, Business Profit Planning

Fee-Only Financial Planner located in New York, NY and Atlanta GA. We service clients all over the country. In-Person meetings are available for existing clients upon request, otherwise we work virtually via video calls, emails, and over the phone.

I can work with clients anywhere!

Dan Duca

CFP®

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Shweta Lawande

CFP®, CDFA®

Francis Financial, Inc.

New York, NY

Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.

I can work with clients anywhere!

Ryan Sterling

CFA®

Future You Wealth

NEW YORK, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in NEW YORK, NY, serving clients locally and across the country

I can work with clients anywhere!

Arthur Flores

CFP®

Flores Wealth Planning, LLC

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Risk Management, Cash Flow Planning, Insurance Planning, Estate Planning, Debt Management, Equity Compensation Planning

Fee-Only financial planner located in New York, NY, serving clients in New York, New Jersey, and Long Island and across the country

I can work with clients anywhere!

Gabriel Kaplan

CFP® CPA

Wealth Habits

New York, NY

Specialties: Investment Management, Tax Planning, Employee stock and equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.)

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Matthew Costa

CFP®

Woodside Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country

I can work with clients anywhere!

Jason Sacks

CFP®, CFS®

Frisch Financial Group, Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

Fee-Only financial planner located in Melville, NY, serving clients locally and across the country

I can work with clients anywhere!

Al Faber

CFP®, ChFC®, CLU®

Woodson Wealth Management

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning

Fee-Only financial planner serving clients across the country

I can work with clients anywhere!

James J. Suazo

ChFC®

Baron Financial Group, LLC

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City

I can work with clients anywhere!

Cheryl Costa

MBA, CFP®

Woodside Wealth Management LLC

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country

I can work with clients anywhere!

Amir Noor

CFP®, EA

United Financial Planning Group, LLC

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Insurance and Benefit Coordination, Wealth and Risk Management, Estate and Trust Planning, Defined Benefit/401(k) Plans, Physician Growth Planning, Attorney Growth Planning

Fee-Only with a variety of styles. One-Time, Subscription, Managed Assets, whatever works best for you! Clients range from $40,000 salary to $150 Million Net Worth. Specializing in moving you from Middle Class to Upper Class!

I can work with clients anywhere!

Kevin Burns

Navwell Advisors

Garden City, NY

Specialties: Comprehensive Financial Planning, Investment Management, Cash Management, Retirement Planning, College Planning, Insurance Analysis, Tax Planning, Estate Planning

Fee-Only financial planner located in Garden City, NY, serving clients locally and across the country

I can work with clients anywhere!

Christian DiRusso

CPA, CFP®, CLU®, ChFC®

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Karen Altfest

Ph.D., CFP®

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Review

Wealth Management and Fee Only Financial Planner Located in New York, NY and Serving Clients Nationwide

I can work with clients anywhere!

Joyce Streithorst

CFP®, MSFS, CDFA®

Frisch Financial Group, Inc.

White Plains, NY

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Divorce Financial Planning, ESG Investing (Green & Socially Responsible)

Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide

I can work with clients anywhere!

Zhi Li

CFP®

Twelve Two Capital

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Investment Management, Student Loan Repayment Strategies, Stock Option Compensation (ESPP, RSUs, ISOs, NSOs), Identifying Money Behaviors

We specialize in serving Single Parents, Young Families, and First-Generation Young Professionals

I can work with clients anywhere!

Dann Ryan

CFP®

Sincerus Advisory

New York, NY

Specialties: Tax Planning, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Stock Options / Equity Compensation

Fee-Only Financial Planner, serving clients that consider themselves lifelong learners!

I can work with clients anywhere!

Anja Luesink

MBA, CFP®, RLP®, CeFT®

Luesink Stenstrom Financial

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Lewis Altfest

CFP®, CPA/PFS, CFA, Ph.D

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Review

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Victor Cannillo

NAPFA-Registered Financial Advisor

Baron Financial Group

New York, NY

Specialties: Financial Life Management, Retirement Income Planning, Investment Management, Special Needs Planning, Holistic Financial Planning

Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.

I can work with clients anywhere!

David Flores Wilson

CFP®, CFA®, CEPA, AEP®

Sincerus Advisory

New York, NY

Specialties: Business Owner Planning, Business Exit Planning, Philanthropy Planning, Equity Compensation Plannning

Fee-Only financial planner and Wealth Manager located in New York City, serving clients locally and across the country

I can work with clients anywhere!

David Rosenstrock

CFP®, MBA

Wharton Wealth Planning

New York, NY

Specialties: Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Insurance Needs Analysis, Cash Flow, Debt, and Budgeting Management, Education Planning, Charitable Giving

Fee-Only financial planner with offices in New York, NY and Santa Fe, NM serving clients locally and across the country

I can work with clients anywhere!

Rahimul Taher

CFP®, Enrolled Agent (EA)

TAHER FINANCIAL PLANNING, TAHER TAX

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Tax Preparation & Planning, Cash Flow Planning, Investment Management, College Education Planning

Fee-Only financial planner located in NYC, with a Tax, Accounting & Cash Flow Specialization.

I can work with clients anywhere!

Guy McPhail

CFP®, CPA/PFS

SAX Wealth Advisors, LLC

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner in Ewing, NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide

I can work with clients anywhere!

Vid Ponnapalli

MS, CFP®, EA

Unique Financial Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, College Education Planning, Retirement Income Planning

Fee-Only Financial Planner providing Customized Financial Coaching, Investment Management, and Tax Services for Busy Professionals in New Jersey, New York city, and across the country.

I can work with clients anywhere!

Simon Brady

CFP®, CETF®

Anglia Advisors

Valley Stream, NY

Specialties: Personal finance consulting, Savings and investment advisory, Retirement planning, Estate planning & beneficiary designations, Foreign nationals in the US, Post-divorce planning, Employee financial wellness programs

Fee-only financial CERTIFIED FINANCIAL PLANNER™ professional in New York, serving younger individuals, couples and families in their early 20s to mid-40s, foreign nationals living and working in the US and those faced with "suddenly-single" situations.

I can work with clients anywhere!

Natalie Colley

CFP®, CDFA®

Francis Financial

New York, NY

Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.

I can work with clients anywhere!

Rob Friedman

CFP®, CDFA®, MBA

Central Park Financial Planning

New York, NY

Specialties: Comprehensive Financial Planning, Insurance Planning, Tax Planning, Investment Planning, College Education Planning, Retirement Income Planning, Estate Planning

New York City & Westchester County-based tax-oriented Fee-Only financial planner using a retainer-based compensation model

I can work with clients anywhere!

Steven Novack

CPA, CFP®, MBA

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

I can work with clients anywhere!

Chris Jennings

CFP®

Wealthspire Advisors

New York, NY

Specialties: Integrated Cash Flow and Financial Planning, Accumulation Planning, Risk Management, Tax, Gift, and Estate Planning, Income and Distribution Planning, Charitable Giving, Investment Management, Customized Portfolio Construction, Impact Investing

Fee-only fiduciary advisor serving clients from our Midtown Manhattan office location.

Tom Mullarkey

CFP®, RICP®

Hive Retirement Planning

New York, NY

Maury Schneider

CFP®, MBA, CPA

MLS Financial Planning

Long Island, NY

Philip Capell

CFP®, JD, MS in Tax

Piermont Wealth Management Inc.

New York, NY

Joel Isaacson

CFP®

Joel Isaacson & Co., LLC

New York, NY

Matthew Hague

Guide Wealth Management

New York, NY

Kaysian Gordon

MBA, CFP®, CPA, CKA®

Kaysi Gordon Financial Planning

Valley Stream, NY

George Stapleton

RegentAtlantic

New York, NY

Mallon FitzPatrick

CFP®

Safran Wealth Advisors

New York, NY

Brian Sheahen

CPA, CFP®, MST

Hudson Oak Wealth Advisory

New York, NY

Bryan Smalley

CFP®

RegentAtlantic

New York, NY

Narumi Yoshida

CPA/PFS, CFP®, EA

Yoshida Wealth Management, Inc.

White Plains, NY

Samuel Deane

Deane Financial Partners, Inc.

Roosevelt, NY

Matthew Ricks

MBA, CFP®

Haystack Financial Planning

New York, NY

James Ciprich

CFP®, MBA

RegentAtlantic

New York, NY

Marisa Rothstein

Baker Avenue Asset Management

New York, NY

Kimerly Polak Guerrero

CFP®, RICP®

Polero ICE Advisers LLC

New York, NY

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


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