How does the advisor help clients – Key Takeaways:
CAUSEY DEMGEN & MOORE P.C. is a top financial advisory firm that specializes in providing personalized and comprehensive financial planning services to high-net-worth individuals, families, and businesses. With a team of seasoned financial experts, the firm has built a reputation for delivering exceptional value and guidance to its clients.
The team at CAUSEY DEMGEN & MOORE P.C. strives to understand the unique needs and goals of each client and offers customized solutions to help them achieve financial success. Their services range from investment management, retirement planning, tax planning, estate planning, and more.
Facts and Insights:
As of 2021, CAUSEY DEMGEN & MOORE P.C. manages over $1 billion in assets under management (AUM) and has 12 highly experienced advisors on staff. The firm has been in business for over 25 years, providing their clients with consistent and reliable financial solutions.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 12 | Over 25 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Services
- Generational Wealth Transfer
Client Types:
CAUSEY DEMGEN & MOORE P.C. caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. Their services are tailored to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
CAUSEY DEMGEN & MOORE P.C. operates on a fee-only structure, meaning they do not receive any commissions or incentives for recommending certain products or services. This ensures that their clients receive unbiased and objective financial advice. The firm’s fees are based on a percentage of AUM, which allows the advisors to align their interests with those of their clients.
Background:
The team at CAUSEY DEMGEN & MOORE P.C. comprises highly qualified and experienced financial advisors who hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows them to provide clients with the highest level of financial planning and investment management services.
Financial Advisor Disclosures to Know:
As a fiduciary, CAUSEY DEMGEN & MOORE P.C. is legally obligated to act in the best interests of its clients. The firm has a clean record with no disclosures of any legal or disciplinary actions taken against them. They prioritize transparency and provide clients with all the necessary information and disclosures to make informed financial decisions.