Sometimes the road less traveled is less traveled for a reason.
— Jerry Seinfeld
Individual investors are submerged by overly expensive mutual funds, poorly performing retirement accounts and, as a result, are saddled with goals that will probably never be met due to high costs, conflicted advice and big mistakes. I get a huge kick out of being able to reverse this trend one client at a time.
The traditional world for investing advice (the road most frequently traveled) is built on shady ethics and ludicrous fees – we’ve all seen it first-hand in some way – but it doesn’t have to be this way. Being a fee-only, independent fiduciary advisor is a game-changer for clients. Every step of the way I have been able to make choices according to what I know is right, instead of trying to cater to a big company’s agenda. I stood at the fork in the road and I took the only path that would allow me to sleep well.
A lifelong Washingtonian, I earned a business degree (finance) at the University of Washington, have passed all three levels of the CFA Program, and have deliberately not sat for the examinations which allow advisors to earn commissions from clients. Joining other fee-only advisors who have signed a fiduciary pledge to always put client interests first, I am an associate member of the XY Planning Network. I enjoy a round of golf here or there when it’s not soggy, and you’ll likely see me leaving some Easter egg mentions in these parts referencing how brutal it is to be a diehard Seattle Mariners fan – which is one road I truly advise you not to travel upon with me, if you value your sanity.
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