As an independent, fee-only- fiduciary firm, we are rare, as less than 15% of all advisors are fiduciaries. The word “Fiduciary” comes from the Latin word “fidere”, which means “to trust”. Fiduciaries are ethically and legally bound to put their interests aside in favor of doing what is best for you. Therefore, you can rest assured that we will always provide you with objective financial planning and investment management.
Fiduciary Wealth Management
ABOUT US
We care about you; after all, serving your wealth management needs is why we exist.
Since our founding in 2009, we have helped people optimally manage their wealth, and we can do the same for you, providing you with the peace of mind that we will always be on your side, doing what is best for you.
The Value of a Fiduciary
The Value of Expertise
Successful wealth management is predicated upon a deep knowledge of the subject, and very few can match our expertise. Less than 20% of financial advisors are Certified Financial Planners (CFP), less than 4% are Chartered Financial Analysts (CFA), and less than 3% are Certified Investment Management Analysts (CIMA). We have all three.
The Value of Our Team
You won’t work with just one person; instead, all of our experts are always put to work on your behalf, providing you with decades of combined experience and expertise.
Lisa Chacon
CFP®
Expertise:
Financial Planning (Retirement, Cash Flow, Estate, Tax, Insurance, Social Security, etc.)
TYLER CHACON
MBA®, CFP®
Expertise:
Financial Planning (Retirement, Cash Flow, Estate, Tax, Social Security, etc.)
Florida Retirement System
GUILLERMO DIAZ
MBA®, CFA®
Expertise
Individual Equity Valuation
Executive Compensation (Stock Options, Restricted Stock, etc.)
Business Valuation
JAMES DI VIRGILIO
CIMA®, CFP®
Expertise:
Investment Strategy
Financial Planning