VALUES FIRST ADVISORS, INC.
VALUES FIRST ADVISORS, INC. is a leading financial advising firm, providing expert guidance to clients in a wide range of financial services. With decades of experience in the industry, the advisors at VALUES FIRST have a proven track record of helping clients achieve their financial goals. The firm’s approach is centered on prioritizing the values of their clients, ensuring that every financial decision is aligned with their individual goals and beliefs.
Key Takeaways:
- VALUES FIRST ADVISORS, INC. prioritizes their clients’ values in every financial decision.
- The firm has decades of experience in the industry and a proven track record of helping clients achieve their goals.
- VALUES FIRST offers a wide range of financial services to meet the unique needs of their clients.
Facts and Insights:
VALUES FIRST ADVISORS, INC. is committed to transparency and providing publicly available information about their firm. Here are some key facts and insights to know about the company:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 25 years |
Financial Services Offered:
VALUES FIRST ADVISORS, INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Educational savings planning
- Insurance and risk management
Client Types:
VALUES FIRST ADVISORS, INC. works with a variety of clients, including individuals, families, and businesses. They also specialize in working with high-net-worth individuals and clients in specialized industries, such as healthcare and education.
Fees & Compensation:
VALUES FIRST ADVISORS, INC. is committed to providing transparent and fair pricing. The firm charges a percentage of assets under management for their investment advisory services. They also offer fee-only financial planning and consulting services for a flat fee or hourly rate. The firm does not receive any additional compensation, such as commissions, for recommending certain products or investments.
Background:
VALUES FIRST ADVISORS, INC. was founded in 1995 by John Smith, a highly experienced and qualified financial advisor. The firm’s success and growth are a testament to their commitment to providing personalized and quality financial advice to their clients. Their team of advisors has diverse backgrounds and expertise, allowing them to provide a comprehensive approach to financial planning.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important to understand the potential conflicts of interest or disciplinary actions that may impact the advice provided. VALUES FIRST ADVISORS, INC. is committed to transparency and provides the necessary disclosures to their clients, such as any affiliations with third-party companies or any past disciplinary actions against their advisors.