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ROBERT M. FINCH CONSULTING, LLC
Robert M. Finch Consulting, LLC is a renowned financial consultancy that offers top-notch services to its clients. With years of experience under its belt, the company has become a trusted and reliable name in the industry. Led by financial expert Robert M. Finch, the consulting firm strives to help its clients achieve their financial goals and secure their future. The team at Robert M. Finch Consulting, LLC is committed to providing personalized and holistic financial solutions to its clients.
How Does the Advisor Help Clients – Key Takeaways:
Robert M. Finch Consulting, LLC offers a wide range of financial services to its clients. Some of the key takeaways of the services provided by the firm are:
- Comprehensive financial planning and management
- Investment strategy development and implementation
- Retirement planning and wealth management
- Estate planning
- Tax planning and management
- Insurance solutions
Through these services, the advisor helps clients in achieving their financial goals and securing their future.
Facts and Insights:
Here are some interesting facts and insights about Robert M. Finch Consulting, LLC that showcase its expertise and success:
- Founded in 2005
- Over $500 million in assets under management (AUM)
- Approximately 50 advisors under its employment
- Provides services to over 500 clients
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2005 | 50 | $500 |
Financial Services Offered:
The services offered by Robert M. Finch Consulting, LLC cater to various aspects of a client’s financial needs. The company’s team of experts provide the following financial services:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance solutions
Client Types:
Robert M. Finch Consulting, LLC offers its services to a diverse range of clients including individuals, families, and small business owners. The firm also caters to high net worth individuals and provides specialized services for their unique financial needs.
Fees & Compensation:
The fees for the services provided by Robert M. Finch Consulting, LLC are based on a percentage of the client’s AUM and may also include a one-time financial planning fee. The exact fee structure is customized according to the client’s needs and financial circumstances. The company’s advisors do not receive any commissions or incentives for recommending specific investments, ensuring unbiased and conflict-free advice to clients.
Background:
Robert M. Finch, the founder of Robert M. Finch Consulting, LLC, has over 25 years of experience in the financial industry. He holds various certifications and is a member of prestigious associations such as the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He has also been featured as a financial expert in various publications.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or disciplinary actions regarding their financial advisor. Here are some key disclosures to know about Robert M. Finch, the founder of Robert M. Finch Consulting, LLC:
- No disciplinary actions have been taken against Robert M. Finch by any regulatory authorities.
- Robert M. Finch has no disclosures regarding bankruptcy, legal or criminal proceedings.
In conclusion, Robert M. Finch Consulting, LLC is a reputable and experienced financial consultancy that offers personalized and unbiased services to its clients. With