Member Requirements

Independent*

Our advisors must own, or be employed by, an independent Registered Investment Advisor (RIA). By maintaining their independence, they ensure that they’re able to put their clients’ interests first instead of those of a large corporate entity. Click here to read more about why you should choose an independent advisor.

Registered with the appropriate authority as a Registered Investment Advisor (RIA)*

For advisors that own their firm, they are properly registered with the appropriate governing authority. This is either with their respective state(s) that they’re required to be registered with or with the Securities and Exchange Commission.

Experienced in providing financial planning services

Our advisors have an experienced history with serving clients through various financial planning services. They have been practicing for years and have been perfecting their craft for who they serve.

Committed to continuing education (CE)

Our advisors understand that one of the best ways to consistently provide massive value to our clients is to continually invest in themselves via education. Most designations and licenses require a predetermined amount of continuing education to be completed each year, or cycle.

CFP® certified

All of our advisors hold the CERTIFIED FINANCIAL PLANNER™ designation (or are candidates) which means they have the experience and expertise to serve you.

Fiduciary*

We’re fiduciaries. Simply put, we have a strict ethical & legal obligation to act in the best interest of our clients at all times. If we don’t then we’re personally held liable. Click here to read more about why you should choose a fiduciary advisor.

Fee-Only*

Operate as a fee-only, meaning that we don’t collect any kinds of commissions or third-party kickbacks for the advice and recommendation we make to clients. Click here to read more about why you should choose a fee-only advisor.

Positive Reputation

Our members do not have any derogatory marks on their records as financial professionals AND maintain a positive reputation in their communities and the industry at large. Because of this requirement, membership is by invite only.

Comprehensive Focus

Focused on comprehensive financial planning as opposed to strictly investment management. You can rest assured that your entire financial picture will be taken into account and planned for.

Accepting New Clients

All of our members are currently accepting new clients. So feel free to reach out to our advisors if you’d like to learn more about what a financial planning relationship looks like.

*Some advisors are currently in transition to a fee-only model, fiduciary standard, independent structure, and RIA arrangement.