Our Philosophy
Fenway Financial Advisors aims to STrIKE the right balance for every client. Here’s what that means:
Simplicity
The modern financial industry has made the world of personal finance unnecessarily complex. Our experience allows us to focus on providing uncomplicated advice. Most importantly, we help our clients navigate their way when inevitable turbulence hits the financial markets.
Transparency
From fees to financial recommendations, everything is on the table. We are compensated strictly on a simple and clearly defined fixed or hourly fee for our services. Each of our recommendations has a purpose in helping you achieve a specific goal. Our clients know what steps they are taking and why.
Integrity
We are fiduciaries and have a legal and professional obligation to always do what is in your best interest. Always. There are no gray areas and no exceptions.
Knowledge
There is no substitute for education. Our team carries advanced degrees from some of the top universities in the country and each has earned the mark of excellence in the industry: designation as a CERTIFIED FINANCIAL PLANNER™. We constantly strive to hone our skills with regular continuing education programs that help us stay abreast of changes in the industry, regulations, technology, and financial offerings.
Efficiency
In today’s new normal of lower expected investment returns, efficient investing is vital to achieving your objectives. Fenway Financial Advisors keeps a keen eye on investment and advisory costs along with tax-efficient strategies to help keep you on track.
