ClearVista Advisors - Similar companies

What makes us different? We only serve clients as a fiduciary. When we make a recommendation, it needs to be in your best int ... erest today AND we have an ongoing obligation to make sure it is still in your best interest going forward. Fee-only Advisors: We charge a percentage. We make more money when your account value is up and less money when your account value is down. This helps to ensure your interests are top of mind always. We limit and fully disclose conflicts of interest. We are fully independent meaning we aren't tied to just one custodian's offerings. We currently work with Raymond James, Charles Schwab, TD Ameritrade and Fidelity to custody our client's accounts. More options, equals better investment selection. Who Do We Serve? As much as we would love to help everyone, there are not enough hours in the day. So here is what we will do, we will meet with anyone that asks and provide them with an initial comprehensive financial plan and investment analysis at no cost. From there we will determine if we are a good fit to work together moving forward OR if there are other (lower cost) options available that better fit your financial needs. Many of our valued clients are: - Retirees - Corporate Retirement Plans that desire 3(21) or 3(38) Fiduciary Consulting - Executives - Women in Transition (Going through a divorce or recently widowed) *Investment Advisor Representatives are registered with Dynamic Wealth Advisors dba ClearVista Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. read more