Financial Services - Virginia Beach, VA, US
We are a fee only Registered Investment Advisory (RIA) firm and our objective is to help you achieve your goals. Our clients want a long-term relationship with a financial professional where they know we are both working towards the same goal. We make investment decisions with your best interests in mind.Our clients have chosen to work with us for a number of very important reasons. They want a financial advisor who: puts their interest first; understands their specific financial situation; offers straightforward advice that reflects their long-term goals; recommends investment solutions that best fit their unique needs; and uses a fee-based structure that encourages unbiased advice.Whether we are helping you plan for retirement or save for your children's education, YOUR objectives are OUR objectives. As an RIA, it is our fiduciary duty to act in your best interests – we are legally bound to put our clients' interest first. We take the time to understand you and your specific financial situation. We will strive to ensure your needs are being met through a personal relationship and committed pursuit of your investment goals. We will make portfolio recommendations consistent with your objectives.
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