Clearly Different

I specialize in providing wealth management services to financially established individuals. I work with a smaller, select group of clients, so I can build long, lasting relationships. I believe in proactive and open communication, and I will be there when you need me.

As a Registered Investment Advisor (RIA), I'm obligated by law to act in your best interest. Banks, brokers and insurance agents are held to a lesser standard. As your fiduciary, I try to eliminate conflicts of interest whenever possible.

My firm is independent and a refreshing change from the typical Wall Street experience. I do not push products, charge hidden fees, and I am not compensated by incentives. The advice I provide is totally objective.

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If this sounds like a good fit, please reach out to me. I’d love to hear from you.

Please click below to learn more about Josh Fennimore.