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

Ownership Advisors > The Ownership Advisors Team > What's Different About Our Approach to Wealth Management?

What's Different About Our Approach to Wealth Management?


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

To learn about our investment capabilities through LPL Financial, click here.