 Independent, Objective Investment Advice
Our purpose is to help you achieve your financial goals. We believe we can help you the most by being independent of the sales agendas and expensive products of large financial companies.
We provide fee-only advice, and we do not receive commissions of any kind or promote products.
The Principles That Guide Our Business
Your interests and well-being should come first.This means, simply, that we will guide you to investment decisions that we believe are in your best interest. This is what you deserve.
Our advice will be built on sound investment principles.
This includes having an appropriate asset allocation (mix of stocks, bonds, and cash) for your age, objectives, and temperament; being diversified within and between asset categories; and keeping costs low.
We will communicate openly and truthfully.
We will strive to be straightforward and clear in what we say. We welcome your questions about anything we recommend or do, and we will address them directly. Nothing will be disguised or hidden.
Every person deserves respect.
Among other things, this means listening to our clients (we’ve learned a lot that way). It also means not taking advantage of people. We believe it is a privilege to help the families and individuals we advise. Our primary objective has always been to do what is right, and to treat every person as we would like to be treated.
Wisdom Gained from Over 20 Years of Experience
Bob Garey has over two decades of experience advising families and individuals, guiding them through the pitfalls of up and down markets. He has helped people pursue their life goals through the 1987 crash, the decline after the Internet bubble, and the 2008 financial crisis, as well as the euphoric excesses in between. Bob’s experience with the highs and lows of the financial markets, as well as investor emotions, will help you navigate through the peaks and valleys of the future as you pursue your own goals. The value of experience is not just the memory of events, but the wisdom gained from it.
We welcome your inquiry, and promise not to pressure you if you ask for more information. Choosing an investment advisor is a big decision. We respect your right to explore what would be best for you. Contact Us >>
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