YOU'RE NOT ALONE IN YOUR QUESTIONS & CONCERNS
YOU DESERVE OUR INDUSTRY'S HIGHEST STANDARDS
Financial advisor titles, licenses, and certifications are confusing. Sadly, almost anyone can claim to offer you "financial planning." You can make the process easier on yourself by insisting on a Certified Financial Planner™, the most rigorous certification that an advisor can hold.
Every advisor in the Collective is a CFP®.
This legal term means that we're obligated to always act in your best interest. You might assume that most people helping you with your money would always do the same, but it's still too rare.
Every advisor in the Collective operates as fiduciary in all aspects of their work, at all times.
Financial planning services first started when customers asked their bankers and insurance salesman for advice. But these "advisors" had an incentive to recommend the financial products that they sold. A fee-only financial advisor doesn't sell any products.
Every advisor in the Collective offers fee-only financial planning.