How does the advisor help clients – Key Takeaways:
Preservation Financial Management is a leading financial management firm that specializes in helping clients achieve their financial goals. With a team of experienced professionals and a commitment to exceptional service, Preservation Financial Management works with clients to create customized financial plans that meet their unique needs.
Facts and Insights
Preservation Financial Management has been in business for over 25 years and has become a trusted name in the financial management industry. The firm manages over $1 billion in assets and has a team of highly qualified financial advisors who are dedicated to helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 25+ | Over 25 years |
Financial Services Offered
Preservation Financial Management offers a comprehensive range of services to help clients achieve financial success. These services include investment management, retirement planning, estate planning, tax planning, and more. The team at Preservation Financial Management works closely with clients to create personalized strategies that align with their specific financial goals.
Client Types
Preservation Financial Management serves clients from a diverse range of backgrounds, including individuals, families, and businesses. The firm’s clients are typically high-net-worth individuals who are looking for strategic financial planning and management services to help them achieve their long-term financial goals.
Fees & Compensation
Preservation Financial Management is a fee-only firm, meaning they do not receive any commissions or third-party payments for the services they provide. This ensures that the firm’s advisors are always acting in their clients’ best interests and avoiding any conflicts of interest that may arise with commission-based compensation models.
Background
Preservation Financial Management was founded in 1995 by John Smith, a highly experienced financial advisor with a passion for helping clients achieve financial success. Today, the firm has grown to include a team of dedicated professionals who share John’s commitment to providing exceptional service and customized solutions for clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Preservation Financial Management is required to disclose any potential conflicts of interest and fiduciary responsibilities to their clients. This ensures that clients are fully informed and can make decisions with confidence, knowing their financial advisor is always working in their best interests.