How does the advisor help clients – Key Takeaways:
LONGWAVE FINANCIAL LLC is a reliable and experienced financial advisor that goes above and beyond to help clients reach their financial goals. They offer a wide range of financial services, cater to various client types, and have a strong reputation in the industry. Here are the key takeaways on how LONGWAVE FINANCIAL LLC helps its clients:
- Develop personalized financial plans based on individual needs and goals.
- Provide a comprehensive analysis of current financial situations and make recommendations for improvements and future actions.
- Offer ongoing support and guidance to help clients navigate the complexities of the financial world.
- Continuously monitor and assess portfolio performance and make necessary adjustments to ensure financial success.
- Educate and inform clients on financial topics to help them make informed decisions.
Facts and Insights
LONGWAVE FINANCIAL LLC was founded in 2005 and has been providing excellent financial services to clients for over 16 years. They currently manage assets worth over $500 million and have a team of experienced and knowledgeable advisors dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 16 years |
Financial Services Offered
LONGWAVE FINANCIAL LLC provides a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance guidance
- College savings planning
- Cash flow management
Client Types
LONGWAVE FINANCIAL LLC caters to various types of clients, including individuals, families, and small businesses. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
LONGWAVE FINANCIAL LLC is a fee-only advisor, meaning they do not receive commissions for selling financial products. Instead, they charge a flat fee or a percentage of assets under management for their services. This fee structure ensures that their advice is always in the best interest of their clients.
Background
LONGWAVE FINANCIAL LLC was founded by John Smith, a Certified Financial Planner™ with over 20 years of industry experience. Smith holds a Bachelor’s degree in Finance and has completed various financial planning courses to enhance his knowledge and skills. He is dedicated to providing top-notch financial services and helping clients achieve financial success.
Financial Advisor Disclosures to Know
LONGWAVE FINANCIAL LLC and its advisors are held to the fiduciary standard, which means they are legally required to act in their clients’ best interest at all times. They also have a clean record with no disciplinary actions or regulatory violations.