We are professional, Advice-Only financial advisors offering real financial planning; not product salespeople, brokers, or asset hoarders. We don’t just meet industry expectations, we blow them out of the water.
We are continuously raising the ethics and professional bar for advice. We are not just Fee-Only, we are Advice-Only. We are not just fiduciaries, we are Flat-Fee, Private Fiduciaries– that means we become 100% committed to your family, 100% of the time.
We believe that successful, hard working families should have access to the same types of advanced financial advice and planning that Family Offices offer to clients with a net worth over 30 million. That’s why our process is designed for you; to get exactly what you want and need, without paying for everything you don’t. That is just the start of what makes Black Swan Advisors different.