How does the advisor help clients – Key Takeaways:
Owens Investment Advisors LLC is a team of financial experts who work closely with clients to create personalized strategies and solutions for their financial goals. Their focus is always on helping clients achieve financial success and security.
The team at Owens Investment Advisors LLC offers a wide range of financial services to their clients, including investment management, retirement planning, tax and estate planning, and risk management. They approach each client’s situation with care and expertise, providing them with comprehensive financial solutions tailored to their unique needs and goals.
Facts and Insights:
Here are some key facts and insights about Owens Investment Advisors LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 6 |
| Time in Business | 15 years |
With a strong track record of success and a dedicated team of advisors, Owens Investment Advisors LLC has established itself as a trusted and reputable name in the financial industry.
Financial Services Offered:
Owens Investment Advisors LLC offers a diverse range of financial services to help clients achieve their goals:
- Investment Management: The team works with clients to develop customized investment portfolios tailored to their specific risk tolerance and financial objectives.
- Retirement Planning: Through careful analysis and strategic planning, the team helps clients create a solid retirement plan to ensure a financially secure future.
- Tax and Estate Planning: Owens Investment Advisors LLC provides expert guidance on tax and estate planning to help clients minimize tax obligations and create a comprehensive estate plan.
- Risk Management: With a focus on preserving and protecting wealth, the team helps clients manage and mitigate potential financial risks.
Client Types:
Owens Investment Advisors LLC works with a diverse range of clients, including individuals, families, and businesses. Their services are tailored to each client’s unique needs and goals, regardless of their wealth or financial situation.
Fees & Compensation:
As a fee-only firm, Owens Investment Advisors LLC operates on a transparent and ethical compensation structure. They do not earn commissions or receive any compensation from third-party sources, ensuring that their advice is always in the best interest of their clients.
Background:
Owens Investment Advisors LLC was founded in 2005 by John Owens, a seasoned financial advisor with over 25 years of experience in the industry. The team is made up of highly qualified and experienced advisors who are dedicated to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Owens Investment Advisors LLC is committed to transparency and disclosure. Here are some important disclosures to know:
- The firm has no disciplinary actions, legal or regulatory events, or customer complaints to disclose.
- The team may recommend third-party products or services when appropriate, but do not receive any compensation for doing so.
- All fees and compensation are clearly outlined and fully transparent.
Overall, Owens Investment Advisors LLC is a trusted and reputable financial firm that prioritizes the financial success and security of their clients. With a dedicated team of experts and a comprehensive range of services, they are well-equipped to help clients achieve their financial goals.