We were pleased to be quoted recently in an article on how hard it can be for clients to change financial advisors. We have been fortunate to gain the trust of many clients who were looking to change advisors and make sure they were getting a fair shake.
Since this is such a tough thing to do, the story was widely circulated. You can find it on:
We feel privileged to have earned the trust of our clients, and feel that transparency and communications are important. We look forward to continuing our conversations with all of you!