The financial landscape is changing and now, more than ever, independence should be first on anyone’s list when looking to establish a long term, trusted relationship with a financial professional. High Net Worth individuals are bombarded with offers of financial advice on a daily basis. We believe finding competent, independent financial advice can be a difficult task and requires diligence on the part of the client to determine the advisory firm that is right for them. Independence implies flexibility but not all of those who offer financial advice are truly independent.
What is an Independent Advisory Services Firm?An independent advisory services firm is a company owned by the principals of the firm, not under the control or direction of a larger organization with quotas or proprietary products to place. We are not employees of a "brand name" firm. We are under no obligation to represent (or utilize) specific financial products or instruments produced by any firm. We provide financial tools to our clients from the broadest array of national providers. That means we offer advice in the client’s interests. Advisors who are employed by large firms may have conflicts about recommending products their firm produces and markets, which may not be the appropriate solution for the client.
A Wealth of Independent RelationshipsOur independence allows us to utilize the resources of institutional size firms while still providing customized solutions for our clients. Through Fusion we have a relationship with Kestra Investment Services, LLC (Kestra IS), a top ten broker-dealer*. Fusion and Kestra IS exemplify the integrity and commitment to client satisfaction that defines Marbury Wealth Management.
* Top 10 by gross revenue - Investment Advisor, 2017 Broker-Dealer Reference Guide Thanks