ER DOC ADVISOR

Well... a lot. Independent and Fiduciary. Those two words alone eliminates half of Wall Street. Next, we have an academic investment philosophy. So many advisors still sell clients on products or funds that are supposed to outperform all while they line their pockets. We don't. Finally, we're as comprehensive as it comes. Very few firms handle taxes for clients on top of the other services. This coordinated advice is what is lacking in this industry. Did we mention we work with EP's?... Simple-schedule a consultation. It typically goes like this: We will have a 30-minute or so discussion over the phone. We want to familiarize ourselves with your situation, identify the financial painpoints you may be feeling, and determine if there's enough value in working together... We have a relationship with Charles Schwab. Do we work for Schwab? The answer is "no." They are simply the bank that custodies your funds. We don't ever take possession of client funds and your money can only be..

Primary location: Dallas United States