Empathetic, Experienced, highly credentialed, Fee-Only, fiduciary
In the search for a financial advisor, you will undoubtedly come across many who, on the surface, will appear similarly competent and qualified. When you dig deeper, however, you are likely to find significant differences, in terms of skill level, experience, compensation model, personality, client service and investment philosophy.
So how do you choose? We believe strongly that a fee-only advisor, with years of experience and expertise who has advised many clients over the years, is the way to go; someone you connect with who understands your needs and can manage your financial life and investments with a steady hand – always keeping your best interests first.
At Altius, we are experienced and credentialed Certified Financial Planner (CFP) professionals and Chartered Financial Analysts (CFAs). We are members of the National Association of Personal Financial Advisors (NAPFA) and adhere to their fiduciary oath. We have served more than 200 clients since our founding, developing financial plans and managing investments in both good and challenging times. We promise to get to know you well, forge a long-term relationship and be there when you need us.