What's Different About Our Approach to Wealth Management?

 

Our Different Approach Richard Tanner talks about why Ownership Advisors is unique

We combine wealth counseling and coaching with traditional financial planning - Richard Tanner



• We are entrepreneurs and value independence and creativity.
• We use a team approach to deliver independent advice and service without the pressure of commissions or proprietary products.
• We are small and selective on purpose and our client criteria isn’t solely driven by wealth; we look for unique people with exceptional character.
• We believe money without a mission is a mistake.
• We help people connect money to mission though our unique wealth counseling and coaching process.
• We deliver disciplined and effective wealth management through a “manager/coach” business model.
• We provide competitive financial products, independent research and state-of-the art reporting.
• We serve affluent families and successful companies through an intergeneration approach to wealth management that combines financial and family issues into a single coordinated plan covering your entire estate including your business.
• We will do whatever it takes to make you a Raving Fan.

 
Fee-based planning, asset management and securities
offered through LPL Financial Member FINRA/SIPC.

Member of Securities Investor Protection Corporation (SIPC).
For an explanatory brochure, please visit www.sipc.org.