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About Credo Financial Advisors

MISSION STATEMENT

MISSION STATEMENT

By working closely not only with you, but with other professionals in your life, such as CPAs and attorneys, we help mange your entire financial picture, to help prepare you for financial freedom. 

Through personalized communication, leading-edge technology and economic resources, we help you pursue financial success while addressing concerns of an increasingly challenging and complex financial landscape.

VISION STATEMENT

As experienced financial planning and investment advisory advisors, we take the reins on your personal finances so you can focus on what matters most. 

CORE VALUES (OUR CREDO)

Financial Planning
Planning can be an integral part of having success in anything. Your financial life is no different. In fact, this may be the most important planning you ever do to pursue the lifestyle you want. Vacations, education for your children, weddings, beach home, hunting cabin, health insurance, prescription coverage.

Fiduciary
Independent Advisor Alliance is our Registered Investment Advisor.  As such, we have a Fiduciary Duty to our advisory clients. So what does that mean?  We are required to do what’s in our advisory clients' best interest…first and foremost, in every capacity which we serve you.        For our brokerage clients, we only recommend financial products available through our broker-dealer we feel are in our clients’ best interests.

Education
We have comprehensive experience and knowledge spanning over 20+ years. We use our CFP® and CTFA designations to help you pursue your goals. We believe your education and understanding of your goals and how to attain them can be paramount to your success.  Whether it’s a financial plan to pay for college, a retirement plan unfolding over many years or a board member of an endowment whose plan is for decades, we strive to help you understand your plan.

Independence
We provide personalized financial advice to our clients, many of whom have complex financial needs. The financial services industry is riddled with confusing language, complicated finance products and pushy advisers that feel more like sales representatives rather than someone looking out for your future. We are here to help cut through the noise, and help you understand what the difference is between your regular run-of-the-mill advisors and an independent financial planner who has your best interests in mind. 

Technology
We seek out and leverage leading-edge technology solutions including financial planning software, risk assessment scoring of portfolios based on your feelings, investment return performance data, updated daily if you choose, consolidation of all holdings (whether from your 401k or other investment accounts) to provide detailed overall asset allocation and performance returns. 

These online and app based tools that you can access at your convenience enable us to tailor each plan to your unique situation in the most practical manner possible with your goals in mind.”

Client Focus
We put our clients’ needs and goals at the center of all we do. We believe in open an honest communication, providing you with all the information you need to make well informed financial decisions.

Our office is owned and operated by us, fees are transparent, and our advice is honest. Through the relationships we forge, you can feel open dialogue is welcome and our concern for your wellbeing is genuine.


 

We Are Committed

To providing our clients with a distinct experience, providing guidance you can rely on.

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