Prelude Financial is a fee-only financial planning and investment management 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, providing unbiased advice focused on our client’s best interests.
By integrating tax planning with your financial plan we are able to look at all opportunities available to you to maximize your efforts.
We are only compensated by you. This transparent fee structure ensures objective advice with your best interest in mind. We have no products to sell, receive no commissions and have no hidden fees.
Each client is provided access to see their entire financial picture at any moment they want to view it. By doing this you have access to see what actions are being taken to improve your finances at each stage of the work we are doing.