Your Fee-Only,
Fiduciary
Financial
Planner
Financial Advisory Corporation
Invest Your Money Well with an Advisor You Can Trust
Your Fee-Only,
FAC is a Member of NAPFA. What Does that Mean for You?
The National Association of Personal Financial Advisors (NAPFA) is the
country’s leading professional association of fee-only financial advisors. As a member, Financial Advisory Corporation is held to the highest standards.
No commissions ever, minimizing conflicts of interest and freeing us to
work in your best interest.
We go beyond the fiduciary standard to prioritize your interests,
integrating your values and attending to your unique needs.
The highest continuing education requirement in the industry,
meaning we’re always sharpening our skills and growing our knowledge base.
A Team You Can Count On.
The Partner You’ve Been Looking For.
Collective Wisdom, Team Representation
At many firms, you get one advisor working for you. But at FAC, we take a
collaborative approach. You get the benefit of every single one of our advisors
advocating for you and optimizing your financial plan.
Transparent, Straightforward Communication
Even if you delegate most of your financial concerns, you shouldn’t be kept in
the dark. Our team insists on clear and upfront communication, so you know
what decisions are being made and why.
Comprehensive Approach to Financial Planning
The best service goes beyond investment management, so we take a
comprehensive approach to financial planning. We’ll integrate every part of
your financial world into a cohesive strategy so you can achieve your goals.
Independent, Objective Advice
Financial Advisory Corporation isn’t part of a national firm. That means we
aren’t beholden to special interests or bias. We operate independently and
only recommend solutions that are best for you.
“As a client, you are served by our entire firm. Our collaborative approach delivers a depth of
experience and service.”
Loran Filson, CFP®️, CKA®️
Chief Operations Officer
You Deserve to Have Your Questions Answered
Prioritizing your interests starts before you become a client. Read through our
most frequently asked questions to get clear answers. Don’t see your question?
Ask and we’ll send you a personalized response.
Who Will I Work with at FAC?
At FAC, you’ll have one of our experienced advisors as your primary point of contact, but you’ll have our whole team working for you. Our experienced advisors will collaborate to make recommendations and our client support specialists will ensure an inviting, seamless experience.
What is Your Client to Advisor Ratio?
We proudly keep a 50:1 client to advisor ratio. This allows us to give your financial plan the time and attention it deserves.
How Do You Pick Investments?
We offer multiple investment options. Our recommendations will be based off a combination of your goals and values.
Is There an Account Minimum Required for Working with You?
To provide you with personalized attention and complete access to our team, we request that our clients have two million dollars in investable assets.
How Much Experience Does the FAC Team Have?
FAC has been serving clients for over 30 years. Combined, our team of advisors has over 120 years of experience.