Our mission is to deliver financial peace-of-mind with unequaled confidence and conviction.
We seek to keep it simple, so our guiding values of knowledge, integrity, and stewardship lead us as we work to meet our clients’ needs by designing, implementing, and monitoring customized investment and financial planning solutions. We build long term relationships and deliver client- centered solutions by applying our extensive knowledge and experience to each client’s unique situation.
We work diligently to master our craft in order to accommodate a variety of financial situations we encounter with in-depth expertise. We constantly strive to improve our personal effectiveness and that of our firm. We seek knowledge with passion and many of our professionals have advance degrees and designations. Our team approach allows us to capitalize on the proficiency of each team member, and our teammates continuously strive to be leaders in their field and achieve the highest industry standards.
We are proud to have CHARTERED FINANCIAL ANALYST® (CFA®) charterholders, CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners, ACCREDITED INVESTMENT FIDUCIARY®(AIF®) professionals, and a Certified Public Accountant on staff. The advanced knowledge and industry best practices applied by these individuals add to the exceptional service our clients receive.
We hold integrity sacred. As an independent registered investment advisor (Fintrust Investment Advisory Services, LLC) and a registered broker- dealer (FinTrust Brokerage Services, LLC), we have removed the barriers and taken control and responsibility for decisions that have a financial impact on our clients. Our hybrid approach allows us to serve clients on a project or ongoing basis while aligning our compensation with the nature of the service delivered to our client. We believe in transparency, flexibility, and empowering our clients with choice. This unbiased approach to client engagement builds a strong foundation of trust that supports long lasting relationships.
We exist to serve our clients. We strive to know our clients and to actively advocate their interests in the investment marketplace. We serve them with loyalty, empathy, responsiveness, discretion and a positive professional attitude. We work diligently to earn and keep their trust and confidence by consistently ensuring that the little things are done right. We are professionals and we conduct our business with the highest degree of professionalism in order to build a strong institution which will continue to serve our clients long after our personal careers are complete. We are comfortable engaging our client’s other trusted professionals like accountants and attorney into our process.