As independent financial advisors, we are not tied to selling bank products. We have complete neutrality when choosing investment solutions for our clients.
We are not obligated to use specific investment products that are tied to a bank. Our job as a Fiduciary is to seek out the best solution at the best price for our clients.
We offer Investment Advisory Services through our partnership with Vanderbilt Financial Group, a Registered Investment Advisor. As independent financial advisors, we are not obligated to use specific investment products that are tied to a bank. Our job as a fiduciary is to seek out the best solution at the best price for our clients.
CFP® The Mark of Excellence
We take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, we have made a commitment to CFPBoard to act as a fiduciary when providing financial advice to our clients. This means we have agreed to put your best interests first, so we can provide you confidence today and a secure tomorrow.
