Our Difference
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We help our clients achieve their financial goals!
Financial Directions specializes in personalized investment advice. We utilize a wide assortment of professional products and strategies to help individuals and small businesses achieve their financial goals. As an independent Registered Investment Advisor (RIA), our solutions are flexible, customizable, and affordable. We are mandated by the Investment Company Act of 1940 to a fiduciary standard, so we put our clients’ best interests first.

You can invest money without risking it all.
Many people have the misconception that investing is too risky or complicated to incorporate into their daily lives, but you don’t have to risk all your assets or leave your finances to the mercy of the stock market to be a successful investor. Our investment advisors are seasoned professionals with years of experience helping their clients navigate the intricacies of financial investing, and they can design a financial strategy that works for your lifestyle. We have taken all the guesswork out of investing and portfolio analysis. In addition, you may believe that investment advice can be prohibitively expensive. At Financial Directions, our transparent fees allow you to enjoy our services for an affordable rate. Your cost will be a mutually agreed upon fee, and there are no hidden sales charges or proprietary product conflicts. We aim to make your experience as pleasant and cost-effective as possible while still providing the exceptional results our clients have come to expect.

Financial Directions has the expertise you need to make strong investments.
Financial Directions has spent decades collecting and researching the best partners and strategies for investment planning. Our investment planning services combine proven techniques with personalized advice to create a multi-pronged approach that sets you up for financial success. As an independent RIA, we have no corporate associations or sales quotas to force on our clients, meaning that we only make recommendations based on your best interests. Whether you’re taking advantage of our retirement planning, portfolio analysis, or college savings services, our autonomy lets us prioritize your goals and your overall satisfaction.
Financial Directions vs. Other Financial Advisors
Financial Directions:
- Personalized Advice
-
Independent Registered
Investment Advisor - No Sales Push
- Flexible Solutions
- Transparent Fees
Other Financial Advisors:
- One-Size-Fits-All Strategies
- Corporate Associations
- Sales Quotas
- Lack of Individualization
- Hidden Costs