It is reserved for an elite group of financial services professionals who have met the highest standards for industry experience, advanced education, ethics and solid endorsement from their peers and superiors.
Cost of Advice
As with many other types of services delivered, there is a cost for the value of financial advice. This is true regardless of the investment solution (or investment plan you may have).
I was an advisor that worked with Steven and Chris for several years. They greatly helped me transition from being a full-time financial advisor to a full-time retiree.– Janet H.
Steven is very proactive in that he is constantly letting me know what he thinks needs to be done to my portfolio to positively alter the results. Steven is a personable, reliable, and “easy to get a hold of” advisor.– Irene L.