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 financial planning and investment management firm with a strong belief that with the right guidance and planning, you can live your best financial future. We dig deep to understand our clients’ circumstances, concerns and goals, proposing answers to enhance financial success. Independent and objective, we provide unbiased advice focused on a client’s best interests, sorting the entire marketplace to recommend optimal, tailored solutions at the most reasonable cost. Our clients tell us it is like having their own chief financial officer for their personal business. Whether you are looking to save for your retirement, help your kids with education or looking to maximize your retirement planning. You set your goals and bring them to us, and we will work with you to take control of your finances to live the life you envision
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.