Investment advisory is the evaluation and selection of appropriate investment securities to meet your objectives. While almost all investment vehicles are available to us, we recommend those best suited to your goals.
- Evaluate your current investment portfolio
- Recommend a diversified portfolio allocation
- Establish a TD Ameritrade Institutional account
- Purchase portfolio investments free of commissions
Free download: “How to Choose a Financial Adviser”
Brent Emerick, CFP®
Our nearly 100 Years of combined experience ensures you receive the best possible advice.
Because we are independent, we are able to give you unbiased advice that is in your best interest.