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Financial Security Advisors
       
 
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Financial Security Advisors
 
 
Overview: 

Here's what sets us apart from other financial advisory firms:

   We provide fee-only financial planning, which means we do not accept commissions.  We have a "fiduciary" relationship with our clients, which means we're required to do what's in your best interest.  That's a higher level than the "suitability" standard some advisers use.
   Our approach involves comprehensive financial planning, not just investment management. Some advisers only manage your investments.  Some advisers only provide a financial plan the first year.  We work on your investments and financial decisions all the time, as you move through life.
   Our professional-to-client ratio is twice the industry average.*
   Our team meets with you twice each year: once to review investments and a second time to review your financial plan. In between, we contact you by phone on issues twice each year.  Plus, whenever a financial matter comes up, if you call, we'll help.  We communicate by phone, email, mail, fax, conference call line, and Skype - whichever works for you.
   Our fees are significantly below the industry average on larger portfolios.*


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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