Broker Check

Mission Statement


Independence and Objectivity is our core principal. As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.

As an investment advisor representative of Portfolio Medics, Paul acts in a fiduciary capacity, meaning he accepts fiduciary responsibility by acting in the legal best interest of his clients and putting his client's interests always ahead of our own.

Risk management is an important part of our investment strategy. Our investment goals are to consistently achieve reasonable returns on investments over time based on a plan specifically created for the individual client. We prefer consistent and reasonable to sporadic and extreme. We will manage and monitor your assets unlike the typical advisor's “one size fits all” management approach.

 

Retirement 

We create strategies tailored to your goals

Learn more

Investment

Without any conflicts of interest we put your needs first.

Learn more

Contact Us

We enjoy building trusted relationships that span generations.

Learn more