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How does the advisor help clients – Key Takeaways:
Newmyer Wealth Management is a financial firm that specializes in providing expert financial advice to its clients. Led by a team of experienced and knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
The firm was founded in 2005 and has been in business for over 15 years. Currently, it has over $500 million in assets under management and a team of 10 skilled advisors at its helm.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Newmyer Wealth Management offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
- Wealth transfer strategies
Client Types
The firm serves a diverse client base that includes individuals, families, small business owners, and corporations. With a thorough understanding of each client’s unique financial situation and goals, the advisors at Newmyer Wealth Management are able to provide tailored financial solutions and strategies to meet their specific needs.
Fees & Compensation
At Newmyer Wealth Management, the advisors work on a fee-only basis, which means they do not receive any commissions or compensation from the sale of financial products. This ensures that their advice is always in the best interest of the client. The firm’s fees are based on a percentage of the client’s assets under management and are completely transparent.
Background
The team at Newmyer Wealth Management is led by Mark Newmyer, a highly experienced and respected financial expert with over 20 years of experience in the industry. He is joined by a team of skilled and knowledgeable advisors who have all been hand-picked for their expertise and dedication to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a fiduciary, Newmyer Wealth Management is legally obligated to always act in the best interest of its clients. This means the firm must disclose any potential conflicts of interest and always prioritize the client’s needs and goals above their own. The firm also has a strict code of ethics and conduct that all advisors must abide by, ensuring the highest level of professionalism and integrity in all interactions with clients.