What's Different About Our Approach to Wealth Management?
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.