Advisor Financial Services, LLP

We focus on providing our clients with disciplined, high quality investment advice. If you work for one of the select companies listed below we can manage and grow your nest egg for you.

What are some of the benefits of using Advisor Financial?

Independent Fee-Only Registered Investment Advisor
We do not sell the "investment product of the day." We provide high quality, conflict free investment advice. We receive no commissions, "soft dollars" or any other compensation from mutual fund companies or brokerage houses; the only fee we receive is that which is paid directly to us by our clients. Because we are a fee only adviser, we are able to provide a premium service with none of the conflicting interests that many commission-based advisers face.

Our Fiduciary Duty
The Foundation for Fiduciary Studies defines the term "Fiduciary" as a person who is responsible for managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. Being a fiduciary carries a special and continuing burden that we at Advisor Financial willingly accept. Simply put, that burden is to act only in the best interest of the client. Whereas, a broker has only a suitability standard that applies at the time of the recommendation, we provide continuing oversight of the investment process and portfolio.

Risk Adjusted Portfolios
Depending on the offerings available, we have developed a series of risk adjusted portfolio models specifically for your employer's plan. Ours is not the generic advice that so many financial advisers seem to offer. We are not market timers and we understand that one size does not fit all of our clients' needs. At Advisor Financial, we utilize asset allocation techniques and diversification principles to minimize exposure to investment risk while still helping you reach your financial goals.

Low fees
With our strategic asset allocation strategy, we are able to keep our fees low. Additionally, we pay attention to portfolio expenses, including fund expense ratios, management fees, 12b-1 fees, etc. We understand that every dollar you keep in your pocket or investment portfolio brings you a dollar closer to reaching your financial goal.