How Does An Independent Financial Advisor Benefit You?

How Does An Independent Financial Advisor Benefit You?

May 24, 2021

As a comprehensive, fee-only financial advisory firm, we pride ourselves in offering the very best to our clients when developing a wealth management plan that is tailored to each individual and their families. We can offer sound guidance based on our clients’ unique needs and goals because we are independent advisors and fiduciaries who are always working in the best interest of our clients. If you’re considering enlisting professional help with your finances, here are a few reasons why an independent advisor may be the right person to help you develop and maintain a financial plan for you and your family. 

Personalized, Unbiased Advice

As independent advisors, the guidance we offer our clients is objective and unbiased because we are not tied to any particular financial company or investment firm. This means we can analyze your complete financial picture, gain an understanding of your life circumstances, dreams, and concerns, and recommend financial strategies and products that fit you. We don’t stay within one investment firm or recommend products to meet quotas. As such, you can count on us as independent advisors to give you access to the products that are tailor-made to fit your needs.  

Fee Transparency

Typically, independent financial advisors operate on a compensation model that is fee-only. This is important because we are not beholden to recommend products that will benefit us financially in any way.  “How are you compensated?” should be a question everyone should ask their financial advisor.  

We Build Relationships 

At Fiduciary Wealth Management, we know our clients personally and have developed personal relationships with many of them. Because of this, we only offer advice that is aligned with our clients’ goals and make a point to keep up with any change in our clients’ situations that could affect their financial plan. Our financial plans are not static and grow with you. They are built to fit your life, not the other way around. 

For many years, we have built a practice that is based on trust and mutual respect, and we hold ourselves personally responsible to our clients. They know they can always count on us and appreciate having someone who cares in their financial corner. If you think Fiduciary Wealth Management would be a good fit to partner with you on your financial journey, schedule a phone call now!

About Rocklin Senavinin, CFP®

With over 20 years of experience in the financial planning industry, Roc has dedicated his career to helping individuals live comfortably in retirement and enjoy the assets they have spent their career building. He is co-founder of Fiduciary Wealth Management, a fee-only registered investment advisory firm in Little Rock, Arkansas. As a CERTIFIED FINANCIAL PLANNER™ professional, he has advanced training in the holistic process of creating a personal financial plan that addresses a person’s comprehensive needs for the short and long term. To learn more, connect with Roc on LinkedIn or visit www.fidwm.com. If you have questions, feel free to schedule a phone call using this link.

DISCLOSURES 

The views expressed represent the opinions of Fiduciary Wealth Management, LLC and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial, or legal advice or service to any person.

Additional information about Fiduciary Wealth Management, LLC is also available on the SEC’s website at https://www.adviserinfo.sec.gov/Firm/284324. Please call or email with questions.