How We’re Different
What matters to you in a financial partner?
Approach
Our philosophy, Healthy Plan, Wealthy LifeTM, is underscored in everything we do for our clients. For too long our industry has only focused on stocks, bonds and performance. Those things matter, but only in the context of your goals. We spend a lot of time working with our clients to refocus on what is important, what they can control and what will help give them the greatest return on life.
Independent Fiduciary
Why should you care about working with an independent fiduciary? As a boutique, independent firm, we have the flexibility to evaluate and adapt our services to meet our clients’ needs without a lot of the red tape found at large firms. And as a fiduciary, we’ve legally committed ourselves to putting your interest before our own. That combination demonstrates our commitment to making you and your success our top priority.
Expertise
Our team at YellowWood has over 60 years of combined experience, but we know that experience does not guarantee expertise. Expertise comes from an ongoing commitment to learning, growing, and changing as the industry and technology allow, and as our clients’ needs dictate. We invest in the education and advancement of our team, which can be seen in the number of licenses and designations each team member holds. Chief among these is the CFP® designation, which stands for CERTIFIED FINANCIAL PLANNERTM and is generally considered the standard of excellence in our industry for financial planning acumen.
Technology
Do you use a rotary phone or an encyclopedia instead of your cell phone and the internet? Technology plays a critical role in helping us deliver the best advice we can to our clients. Having access to more effective technology allows us to give more effective advice. As an independent company, we partner with the leading developers of planning, trading and risk management solutions. And since none of it is proprietary, we can routinely survey the technology landscape to evaluate and change providers if a better solution exists.
When it’s all said and done, if you want an advisor that focuses on helping you live a fulfilling life, who legally binds themselves to putting your interest first, and continually remolds their firm to suit the needs of their clients, we might be a good solution for you. Give us a call to learn more!
