What We Do
We believe that financial planning is a long-term, ongoing process. Our goal is to build a long term relationship with you as we work together to meet your financial goals. We will face challenges known and unknown as we proceed, and that is why a good relationship built on trust must be the foundation of any advisor-client relationship. Producing a solid written financial plan following sound economic and investment principles enhances the path to achieving your lifetime goals, and makes it easy to stay on track.
As a Fee-Only Investment Advisor,
We have a fiduciary duty to our clients. Our clients deserve our undivided loyalty and effort, and their interests always come first. At Ednomics Financial, we are dedicated to answering those financial decisions that you feel overwhelmed by, or helping you to make decisions when you are uncertain about your choices. We work with each of our clients to determine their unique needs and help them in achieving their lifelong goals. Because we are fiduciary, we always have no bias towards any product offering, and thus will always only provide advice and make recommendations that are 100% in your best interest.
A Glasses Approach
At Ednomics Financial, we believe that everyone "wears glasses" – that is, we all have biases or “glasses” through which we view the world around us. We make it our goal to meet the needs of each of our clients, and view your individual goals as being of the utmost importance, regardless of the different perceptions and “glasses” you might wear. At Ednomics Financial, we "wear glasses" just like everyone else, but we make it our focus and objective that our only dollar compensation is the fee paid directly from the client to us.