SHERMAN, YOUNG & LEAVITT, LLC is a leading financial advisory firm with a team of experienced advisors who offer comprehensive services to help clients achieve their financial goals. With a personalized approach tailored to individual needs, the advisors at SHERMAN, YOUNG & LEAVITT, LLC stay up-to-date on the latest market trends and regulations to provide insightful guidance to their diverse clientele.
Founded in 2005, the firm boasts a combined experience of over 50 years and has gained valuable insights and knowledge that they apply to every client's unique situation. They currently manage $500 million in assets and have a team of 10 advisors dedicated to providing personalized solutions in various areas such as investment management, tax planning, retirement planning, and more.
Their clientele ranges from individuals and families to businesses of all sizes, and their fees are based on a percentage of the assets they manage. The advisors at SHERMAN, YOUNG & LEAVITT, LLC are committed to transparency and ethical practices, regularly disclosing any potential conflicts or disclosures to their clients. With a strong focus on ongoing education and professional development, the team at SHERMAN, YOUNG & LEAVITT, LLC is dedicated to helping clients navigate the complex world of finance and achieve their financial goals.
Burnside and Co. is a highly reputable financial advisory firm that has been serving clients for over 20 years. They have a team of experienced financial advisors who are dedicated to helping clients make informed financial decisions and meet their individual financial goals. The firm has grown significantly over the years and now manages over $500 million in assets, with 10 financial advisors on their team.
Burnside and Co. offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their fee structure is based on a percentage of assets under management, aligning their interests with those of their clients. They also have a fiduciary duty to act in the best interest of their clients, placing their clients' interests above their own. This dedication to transparency and client-centric approach has earned Burnside and Co. numerous accolades and awards.
The firm serves a diverse group of clients, from individuals and families to business owners, and works with clients at all stages of their financial journey. Burnside and Co. has a proven track record of success, with a team of experienced advisors led by John Burnside, who has over 30 years of experience in the industry. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest, ensuring transparency and informed decision-making for their clients.
Cascade Investment Advisors, Inc. is a trusted financial advisory firm that creates personalized financial plans for clients to help them reach their short-term and long-term financial goals. They offer a wide range of services and ongoing support to help clients navigate changes in their financial circumstances and the market. Founded in 1999 and headquartered in Bellevue, Washington, the firm has a team of 10 experienced advisors who serve clients nationwide. They offer services such as investment management, retirement and estate planning, tax planning, risk management, and more. Cascade operates on a fee-only compensation model, ensuring their interests are aligned with their clients' interests. The founders have over 40 years of combined experience in the industry, and the firm prides itself on continuously learning and staying up-to-date with industry trends. As a registered investment advisor, they have a fiduciary duty to act in the best interest of their clients and disclose any potential conflicts of interest. Clients can access this information through the firm's Form ADV on the SEC's website or by requesting a copy from the advisors.
In summary, Cascade Investment Advisors, Inc. offers a comprehensive range of services and personalized support to help clients achieve their financial goals. They have an experienced team, transparent fee structure, and a fiduciary duty to act in their clients' best interest. With a commitment to continuous learning and transparency, the firm sets itself apart from other advisors in the market.