Advisory Accounts

Let me paint you a picture. You’re standing at the edge of a vast jungle, and you have two guides offering to lead you through it. One is a fiduciary advisor, and the other is not.

Hot link fiduciary https://www.merriam-webster.com/legal/fiduciary

The fiduciary advisor hands you a map, crafted with your best interests in mind. They’re legally bound to act in your favor, navigating you through the jungle with precision and care. Now, the other guide? They may know the terrain, but their motives might not align with yours. They could lead you down paths that benefit them more than you.

Vanguard and Schwab studies have shown time and again the importance of having a fiduciary advisor by your side. They act as your financial GPS, steering you away from potential pitfalls and guiding you towards your goals. According to Vanguard, investors who work with fiduciaries typically achieve returns that are about 3% higher over the long term. That is 3% after expenses. And Schwab’s study reveals that those who receive ongoing financial advice tend to have portfolios that are approximately 29% larger after four years compared to those who don’t seek advice.

Think of it this way: with a fiduciary advisor, you’re not just investing in stocks or bonds. You’re investing knowing that someone is always looking out for you in this complex financial jungle.

So, are you ready to let Symphony Financial be your trusted guide through this jungle?