As a fee-only Registered Investment Advisor, we pride ourselves on offering the very best to our clients when developing a wealth management plan that is tailored to each individual and their family. We offer sound guidance based on our clients’ unique needs and goals because we are independent advisors and fiduciaries who are always working in the best interest of our clients. If you are considering enlisting professional help with your finances, here are a few reasons why an independent advisor may be the right person to help you develop and maintain a financial plan for you and your family. 

As independent advisors, the guidance we offer our clients is objective and unbiased because we are not tied to any particular financial company or investment firm. We analyze your complete financial picture, gain an understanding of your life circumstances, dreams, and concerns, and provide advice that fits you. We don’t recommend products to meet quotas. As such, our mission is to help you achieve the best life possible with the money you have. 

Typically, independent wealth advisors operate on a compensation model that is fee-only. This is important because we are not beholden to recommend products that will benefit us financially in any way. “How are you compensated?” should be a question everyone asks their financial advisor.

At Parkwoods Wealth Partners, we are fee-only, and we do not earn money from any type of kickback or commission for recommending certain securities or investments. With us, you don’t have to wonder what you’re paying or worry about those inherent conflicts of interest.

Every member of our team prides themselves on knowing our clients’ unique situations and developing personal relationships with many of them. Because of this, we only offer advice that is aligned with our clients’ goals and make a point to keep up with any change in our clients’ lives that could affect their financial plan. Our financial plans are not static; they adapt to fit your life, not the other way around.

For many years, we have built a practice that is based on trust and mutual respect, and we feel a tremendous responsibility to our clients. They know they can always count on us and appreciate having someone that looks out for their best interest in their financial corner.