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Fiduciary

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 Adviser?

If you can answer ‘yes’ to the following questions, perhaps you don’t need a financial adviser: 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

Risk analysis

Our Services

Investment Related Tax Strategies

Multi-year strategic planning to minimize taxes over the course of your lifetime

Cash Flow Planning

Gain control over your household finances with a system that prioritizes your goals

Retirement Planning

An illuminated path toward your goals using cutting edge technology to map out and stress test your plan

Estate Planning

Ensure you have the right documents in place that reflect your wishes and intent for the next generation

Education Planning

Support and planning as you set goals for your children and grandchildren

Investment Management

Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon

This You Deserve

MORE LIVING

EXCEPTIONAL SERVICE

PROFESSIONAL ADVICE

MEANINGFUL CONVERSATIONS

You Deserve an Adviser 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
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