I began my career as a banker, even though I had always thought I would be an English teacher. What I found was that I had a profound understanding of money and investments. One day a friend came into the bank to see me. He was a doctor.
my dad passed away a few months back, and I need to move my mom here from New
York. She’s not going to want me to help her with her investments, but she’s going to
need help.” Well, I agreed to work with her but only with the agreement that if one of
us wanted to stop, he or she could…no hard feelings. Well from her and her new friends that she recommended me to, without any marketing before now, three generations have used me as their wealth coach.
You see, I put together a very specific plan for each client. I am paid a flat fee. I don’t make commissions or accept referral fees, so I am a true fiduciary, When I am working for you, it is only your interest that is at heart.
Follow Park Avenue Wealth Advisors, LLC on Youtube.com
Read what my clients say about my level of service and the success that they've achieved
It was odd. I went to my friend, William, and asked him for financial advice. He sent me to you. I'll be grateful to him. Forever.
My husband died, and I was left with making all of my financial decisions without him. Barbara B. recommended that I see you. Thank goodness.
I’m self-employed and have done very well, but my assets were spread over a number of accounts, and with different brokers. You pointed out evidence of account churning as well as fees that were excessive. You provided a cautious plan for transferring the assets under one broker-dealer, and reduced the fees, eliminated the churning, and my net worth has substantially increased.