There are many advisors out there, so what makes Anfield Wealth different?
I only work with 50 families at a time. Most large institutions will assign advisors over 250 accounts, which means clients simply do not get the attention and customized planning they deserve.
We are a local business with the same resources as the largest institutions. Because we’re a local business, you work directly with the decision makers on your account. No corporate layers or shareholders wanting more revenue – just you and your advisor. At the same time, you don’t need to sacrifice resources or access to investments. We work with TD Ameritrade, one of the largest financial firms in the world, to provide our clients with top-of-the-line investments, trading, and research.
We are and always will be a fiduciary. Believe it or not, not all financial advisors are required to work in the client’s best interest. We think that is ludicrous. We always put you first, not only because it’s the morally right thing to do, but because Alex is a CFA and CFP®. That means he is contractually bound to put the client’s interest first, in all situations.
We are Fee-Only and Transparent. This is an important distinction. “Fee-only” means we don’t earn commissions. We are compensated solely by our clients choosing to work with us. There’s no pressure to sell, no side benefit for using one investment vehicle over another and no conflicts of interest. This business strategy allows us to remain unbiased, objective and solely focused on achieving our clients’ goals
There are many more reasons why working with Anfield could benefit you. Contact us anytime to set up a free consultation.