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Fee-Only Certified Financial Planners
We are providing the following links as a benefit, not an endorsement.
o California
Fiscalis Advisory is a professional advisory firm specializing in an integrative approach to personal financial planning, and money management, where all advice is rendered in a non-commission, fiduciary relationship.
o Colorado
Pinnacle Financial Concepts, Inc is a fee-only personal financial advisory firm providing comprehensive financial and investment planning services that are in the best interests of our clients.
o Florida
Sterling Wealth Advisors —Fee-Only Financial Planner in Ft. Lauderdale, FL
Sterling Wealth Advisors is a fee-only, fiduciary wealth management firm offering comprehensive investment management, retirement planning, and financial planning services to clients in Florida and nationwide. We assist clients in realizing their life goals through defining, planning, and protecting their long-term financial security. All advisors are members the National Association of Personal Financial Advisors.
Our pledge to you:
- Holistic in outlook - I will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
- Professional in conduct - I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
- Educational in nature - I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
- Independent in compensation - I will never sell you a product or service other than holistic financial planning nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
- Committed to your success - Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.