We Put Your Interests First
We are a fiduciary, which means your interests come first. This may seem obvious, but in fact, most “financial advisors” are not so obligated. We are an independent Registered Investment Advisor (RIA) and we do NOT sell proprietary products, have sales quotas, or sell bank products. We do not charge commissions and our fees are completely transparent.
At SFA, it is About More Than Just Investments
We engage our clients to develop and implement a sound financial plan that helps them to achieve their long-term goals. What is your goal? Retirement, college planning, travel, or leaving a legacy, let us help you.
We Provide Prudent Advice for Better Decision-Making
Multiple studies have shown that using a competent financial advisor adds significant value over time.** This value is not necessarily measured by the month-to-month performance against a stock market index, but rather the long-term performance against a proper benchmark through acting effectively as a financial planner, wealth manager, and behavioral coach. Providing this discipline to clients is worth more over time than many realize.
We Pledge to Act in the Highest Ethical Manner
We provide to you a Fiduciary Pledge that is in addition to our Code of Ethics.
** Sources: Envestnet, Capital Sigma: The Return on Advice; Russell Investments, 2016 Value of a Financial Advisor Update: More than 3.75%; Vanguard, Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha®; Morningstar Investment Management, Alpha, Beta, and Now… Gamma.
If you are interested in learning more about working with a fiduciary and what Shoreline Financial Advisors can do for you, give us a call at (203) 458-6800.
Contact Us to set up a free initial consultation. No pressure. No obligation.