Registered Investment Advisor
Exencial Wealth Advisors of CT, formally Shoreline Financial Advisors, LLC (SFA) is an SEC registered investment adviser and is therefore a fiduciary in its RIA duties. Additionally, many advisors in the Guilford and Old Lyme offices have attained the designations of CFP or CFA which subject their membership to further fiduciary standards.
Is Being a Fiduciary Important?
Absolutely, it means we put your interests above ours. This may seem obvious. However, most “financial advisors” are not required to follow this standard.
Sound Financial Planning
We will help you to develop and implement a sound financial plan. Retirement, college planning, travel, or leaving a legacy, let us help you. Our promise to you:
- Always put your best interests first and ahead of our own.
- Act with prudence.
- Fully disclose and be completely transparent concerning our fees.
- Not mislead you.
- Avoid conflicts of interest.
- Communicate consistently and responsively
- Build relationships centered on fairness, trust and mutual respect
- Provide independent and objective advice
- Demonstrate honesty and integrity in all our interactions
- Implement strategies based on evidence and academic research
The team at Exencial Wealth Advisors of Connecticut, formally Shoreline Financial Advisors, likes numbers, but we won’t make you feel like one. You’ll be sharing very personal financial information with us, so we know that trust is very important. Combined, we have more than 85 years of experience in finance. Plus, we have respected credentials, such as the CFA, CPA and CFP®. Put our experience and knowledge to work for you.
The best time to plant a tree is twenty years ago. The second best time is now.
Fiduciary Advisor
As an independent Registered Investment Advisor (RIA), we do NOT sell proprietary products. Further, there are no have sales quotas. Also, you will not be sold bank products. Lastly, you will not be charge commissions. Our fees are completely transparent.
Independent and Objective
As an RIA, EWA of CT offers independent advice with no hidden charges, incentive structures, or third-party payments of any kind. Ready to take the next step? Let’s talk about how we can get you there.