Registered Investment Advisory Services
Serving Clients in Florida and Around the Country
Let’s Face It- When you think about a CPA, several stereotypes come to mind. CPA’s are math nerds and financial experts. We are thrifty and like to save money as well as cut taxes. We are very conservative and avoid risk. We love profits and DO NOT like to lose money. All in all, the exact qualities you would want for someone managing your money.
As a Boca Raton Financial Advisor and CPA, we must legally follow a Fiduciary Standard of Care, which means that we have a single duty of loyalty to always act in your best interest. Compare that to the “Suitability Standard” which is what most brokers, bankers, “financial advisors” and insurance salespersons owe their clients. Investment recommendations must be suitable, but they don’t have to be in the clients’ best interest. Financial professionals held to a Suitability Standard only have a divided loyalty between their clients and their own financial best interests.
As a Boca Raton Financial Advisor, our relationship with you is built on trust and service, not on sales commissions. We focus on relationships and not individual transactions. Relationships that are built on trust and confidence, and peace of mind through volatile economic cycles.