Our Core Values

The core values we share within our firm guide how we treat each and every client that we serve. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service reflect these values.

Honesty and Integrity
The quality, integrity and independence of our advice as a fee-based firm distinguish Financial Concepts from most organizations in the financial services field.

Independence and Transparency
Financial Concepts accepts no compensation from anyone but our clients and only profit from services that benefit you, our client. Unlike many brokerage or investment firms, our compensation is fully disclosed.

Intellectual Leadership
We offer dynamic solutions to the unique challenges you face. The ongoing dialogue between Financial Concepts and you, our client, is complemented by our unique processes and investment discipline.

Centralized Knowledge Base
Financial Concepts provides you the collective knowledge, experience and resources of all the members of our firm. Our team includes an attorney, a CPA and a CFP, with decades of combined experience in the financial industry. You benefit from this experience as a client of the firm. At most firms, a client only benefits from the knowledge of their individual investment representative.