We don't believe it is an accident you've come to this page. This entire process has been designed with you in mind
It makes sense to take advice from someone who is committed to acting in your best interest. This is why Philip Lockwood has earned the Accredited Investment Fiduciary ® designation. We adhere to the fiduciary standard, because you deserve unbiased advice.
Do You Need a Financial Advisor?
If you can answer ‘yes’ to the following questions, perhaps you don’t need a financial Advisor: Do you have the time, understanding, and experience to effectively manage your financial plan, investments, tax strategies, and behavioral bias? Is this something you will enjoy doing throughout your retirement? Have you assembled a team of Financial Professionals, Attorneys, and CPAs to help guide you along the way?
People hire us so they can spend less time anxiously watching and worrying about their money and more time focusing on what is truly important to them.
Are you taking too much risk in your portfolio?
Click to go to our Investing page to get your free portfolio risk analysis
This You Deserve
You Deserve an Advisor Who Is on Your Side
We focus on you and your specific planning process, committing ourselves to transparent fees. Plain and simple, we earn our keep by tailoring a plan to reach your specific goals. While merging your financial plan and investment management with our intellectual capital, we strive to do what's best for you. It makes sense to take advice from someone who is committed to acting in your best interest. This is why Philip Lockwood has received the Accredited Investment Fiduciary ® designation. We adhere to the fiduciary standard because you deserve unbiased advice.
You Deserve Advice That…
- Simplifies everything
- Cuts out the clutter
- Enhances true understanding
- Is in your highest financial interest, always