610.353.7777
24 S. Newtown Street Road
Newtown Square, Pa 19073
24 S. Newtown Street Road
Newtown Square, Pa 19073
CONTACT US
Please be aware that we have moved our scheduling platform to Calendly. Use the above link to schedule time with us. We're looking forward to working with you!
FREQUENTLY ASKED QUESTIONS
1.
WHY USE A FEE-ONLY REGISTERED INVESTMENT ADVISOR?
Because the only people compensating us are our clients. We do not collect commissions upon the sale of investment products. We are not directed by a larger institution that may favor one mutual fund family over another. This prevents a conflict of interest when making recommendations to you. Your goals are aligned with ours.
Because the only people compensating us are our clients. We do not collect commissions upon the sale of investment products. We are not directed by a larger institution that may favor one mutual fund family over another. This prevents a conflict of interest when making recommendations to you. Your goals are aligned with ours.
2.
WHAT IS A THIRD PARTY CUSTODIAN AND WHY IS IT SO IMPORTANT?
A specialized financial institution responsible for holding and safeguarding investment securities, and administering purchases and sales of investments, as well as overall administrative maintenance. Custodians act independently of financial advisors, and insure security and accuracy in recordkeeping. Recent examples of fraud involved investment advisors taking custody of client funds. We do not take custody of client funds. We manage virtually all our clients' money at Vanguard, a large and very well-known institution.
A specialized financial institution responsible for holding and safeguarding investment securities, and administering purchases and sales of investments, as well as overall administrative maintenance. Custodians act independently of financial advisors, and insure security and accuracy in recordkeeping. Recent examples of fraud involved investment advisors taking custody of client funds. We do not take custody of client funds. We manage virtually all our clients' money at Vanguard, a large and very well-known institution.
3.
WHAT MAKES US STAND OUT FROM OTHER INVESTMENT ADVISORS?
We integrate our expertise in investing and financial planning with our expertise in taxes and finance to give our clients the best service and advise. We are trusted CPAs, who also hold the prestigious designation of Certified Financial PlannerTM. CPAs are experts in accounting, taxes, and finance, known to be resourceful and diligent problem solvers. The CFP® designation is reserved for those who pass a 2-day comprehensive exam covering investments, financial planning, retirement planning, estate planning, taxes, and insurance.
We integrate our expertise in investing and financial planning with our expertise in taxes and finance to give our clients the best service and advise. We are trusted CPAs, who also hold the prestigious designation of Certified Financial PlannerTM. CPAs are experts in accounting, taxes, and finance, known to be resourceful and diligent problem solvers. The CFP® designation is reserved for those who pass a 2-day comprehensive exam covering investments, financial planning, retirement planning, estate planning, taxes, and insurance.
4.
WHY DO WE INVEST VIRTUALLY ALL OF OUR CLIENTS FUNDS AT VANGUARD?
Vanguard is consistently the #1 provider of low-cost, no load mutual funds. We are aligned with the philosophy of the company, especially its founder, John Bogle. We are proponents of investing in index funds, which have proven time and again to beat managers who pick stocks and bonds. They are tax efficient because there isn't a lot of turnover within the fund, and costs are a fraction of managed funds.
Vanguard is consistently the #1 provider of low-cost, no load mutual funds. We are aligned with the philosophy of the company, especially its founder, John Bogle. We are proponents of investing in index funds, which have proven time and again to beat managers who pick stocks and bonds. They are tax efficient because there isn't a lot of turnover within the fund, and costs are a fraction of managed funds.
