FEIN ADVISOR

Who We Are

--An independent Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER™  providing financial planning on investment plans, portfolio transfers, rollovers, and retirement plans.

--What makes our service unique is we do not sell investment products or manage assets; we provide independent recommendations clients can readily implement, or assess versus their existing portfolios. We offer a background and experience with proven alternatives, free of commissions and sales incentives.

What We Do

--Instead of picking stocks, chasing after winning investments,  or timing the market, we focus on asset class investing and strategic asset allocation as the route to optimal long term returns. The foundation for this is a vast amount of academic and industry research.

--We provide advice that can be easily implemented at the financial company of your choice, bypassing commissions and fees common with many brokers and advisors.

--We offer perspective on the least talked about part of investing, the cost of investment plans. We explain these costs (fees, loads, AUM, etc) and why they are critical. We compare the cost of any existing or potential plan to our recommended plans.

--We offer a Personalized Financial Plan
covering investment planning, retirement planning, and estate planning.

--We service clients on a flat fee basis that typically runs from $250 to $3,000.

Call Or Email Us Today!

Please contact us! We look forward to hearing from you.

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