Low Cost, High LiquidityAdvisory.
Low cost, high liquidity. That’s the model we go by when it comes to wealth management advisory services. We don’t believe in making commission off of you. With us, you’ll never have to ask yourself if we’re making a recommendation because it’s good for you, or because it’s good for us. With this, we’re truly your business partner. LPL Financial is the largest broker dealer* on Wall Street for independent financial advisors. This is opposed to the typical captive agents you may find at other financial firms. A captive agent is compensated just for recommending a product from their broker dealer’s product line. We don’t believe in influencing you unless we know it’s the right move to make. With that being said, with us you get free professional advice. LPL doesn’t even create products and platforms that they pressure us to use. We simply hire LPL to ensure our services are all compliant with State and Federal regulations. They’re also there to clear our business in the marketplace. This allows us to spend the majority of our time truly understanding your goals and objectives, and developing strategies to execute our plans. Let’s start identifying your personal needs to bring you the customized solutions you deserve; we are your financial advisors in Macomb MI.
*As reported by Financial Planning magazine, June 1996-2017 based on total revenue.