We are a fee-only firm, which means that clients pay us to help maximize their wealth. Our firm does not receive commissions, bonuses or incentives from other institutions for referring their services. We are a fiduciary agent for our clients. We work comprehensively to integrate all facets of a client’s financial life. Further, we work as adept coordinators when issues arise that require us to call on outside experts – from your team of trusted advisors or from our network of specialists in diverse disciplines.
Prelude Financial is a young and nimble, yet highly sophisticated firm with the belief that with the right guidance you can live your best financial future. We dig deep to understand our clients’ circumstances, concerns and goals, proposing answers to enhance financial success. We provide unbiased advice focused on the client’s best interests, sorting the entire marketplace to recommend tailored solutions at the most reasonable cost.
We maintain a keen eye on the tax efficiency of your plan to improve the overall success of your planning.
We are only compensated by you. This transparent fee structure ensures we provide objective advice with your best interest in mind. We have no products to sell and receive no commissions and have no hidden fees.
As an independent financial advisory firm we work solely in the best interest of our clients. Without the incentive to recommend proprietary products we are able to act as a fiduciary and put your best interest first.