For Plumbers, Painters, Tree Services, Etc.

Professionals You Can Trust

What make our company different from other fiduciary companies? We specifically target the small business service industry. We are experts in helping our small business clients prepare and plan for their future business expeditions. We are the #1 rated company that helps small businesses like plumbers, painters and tree cutting services. Our clients range from some of the top plumbers like Benjamin Franklin plumbing to smaller plumbing companies like Greensboro plumbing. You can check out their reviews on their website. If you find yourself needing help with your finances and planning for your future, we are the experts to help you.

What makes members of NAPFA different from most other financial advisors? One of the critical differences is that NAPFA members serve their clients in a fiduciary capacity.

A fiduciary standard means that your financial advisor is putting your interests first. When you hire a NAPFA member, you are getting the best advice that he or she can give, without any influence from outside interests.

2008 Focus on Fiduciary Videos

Brokers vs. Advisors

Professionals You Can Trust


In the News!

Click on the video link below to hear the owner of this painting company talk about how we have helped their painting company.

Dave Fernandez, CFP, can help you with any questions you should ask a potential advisor before making a final decision. Choose a financial planner wisely: 5 questions to ask a financial planner

Read about new rules altering brokerage relationships

Following a fiduciary standard is entirely different than how most so-called “financial advisors” work today. More than 90 percent of financial advisors are paid (fully or partially) by commissions; this means that they have incentives to promote products and services that maximize their income.

Also, these other advisors often work for large financial services firms, known as Broker-Dealers. The loyalty of these advisors is to their employer, not their client.


View more posts from this author