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How Does the Advisor Help Clients – Key Takeaways:
WARD FINANCIAL is a highly experienced financial firm dedicated to helping clients achieve their financial goals. Their team of advisors offers comprehensive financial planning and management services, helping clients create and maintain wealth for the future. By combining their expertise with personalized attention and a client-centric approach, WARD FINANCIAL is able to provide their clients with a high level of satisfaction and success.
Facts and Insights:
With over 20 years of experience in the financial industry, WARD FINANCIAL has gained valuable insights and knowledge to help their clients navigate the complex world of finances. They have a team of highly qualified advisors who bring a diverse range of skills and expertise, ensuring that clients receive the best possible advice for their unique financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 Million+ | 10+ | 20+ years |
Financial Services Offered:
WARD FINANCIAL offers a wide range of financial services to help individuals, families, and businesses meet their financial goals. These services include but are not limited to: investment management, retirement planning, tax planning, estate planning, insurance planning, and education planning. They work closely with their clients to create customized financial plans that align with their unique financial goals and risk tolerance.
Client Types:
WARD FINANCIAL serves a diverse clientele, including high-net-worth individuals, small business owners, professionals, and families. They understand that each client has different financial needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation:
WARD FINANCIAL operates on a fee-only basis, meaning they receive compensation solely from the management fees paid by their clients. This ensures that their advisors have no conflicts of interest and are always acting in the best interest of their clients. They believe in transparent and open communication with their clients, and fully disclose all fees and potential conflicts of interest.
Background:
The founder of WARD FINANCIAL, John Ward, has over 30 years of experience in the financial industry. He holds multiple industry certifications and is a member of several prestigious financial associations. He is dedicated to staying up-to-date with the latest industry trends and developments, and ensures that his team of advisors are equally knowledgeable and experienced.
Financial Advisor Disclosures to Know:
As a highly reputable financial firm, WARD FINANCIAL believes in complete transparency with their clients. As such, they disclose all potential conflicts of interest or disciplinary events that their advisors may have had in the past. Clients can have peace of mind knowing that WARD FINANCIAL is committed to operating with the highest ethical standards and always acting in their best interest.