Our clients come to us with a broad range of financial needs and concerns—whether it’s individuals who are approaching retirement, or those wishing to protect their families or assets with insurance, we can help.
Regardless of the issue at hand, these factors have consistently contributed to our clients’ success:
At Bravias Financial our clients are our business. We exist to improve the financial security of our clients, and we put them first and foremost in all of our decisions and actions. We anticipate our customers’ needs and move quickly and urgently to serve them.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the service you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art technology and extensive business relationships is indicative of our commitment to excellence.
A financial planning firm is known for the quality of its service. Our firm’s reputation reflects the excellence we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. To meet the needs of our customers, we strive for excellence in our products, services and business processes. We are passionate about winning in the marketplace, and embrace any change needed to do so.
Financial planning is a process that needs to be carefully considered, with each step building upon the next. It requires a clear, well thought out course of action, which is why we take the time to get to know each of our clients. We want to make sure we fully understand your goals, needs, challenges, and attitudes before we recommend a course of action.
As Financial Advisors we choose to uphold a fiduciary standard, which means we are legally required to act with undivided loyalty on behalf of our clients and put their own interests above our own. That’s why you can trust us to help you on your financial planning.
We believe that transparency matters. When you have clear access to information, we feel you can make sound decisions that foster a healthier financial life for you, your family and/or your business.
We have the highest standards for ethics, fairness and personal responsibility. We’re honest and straightforward. We show unwavering consistency between words and actions. We comply with all laws, regulations and company policies.
We Do Not Take Custody Of Your Assets
We do not hold any of our clients’ assets nor do we never ask you to relinquish the control of them. All assets invested through Bravias Capital Group, LLC are held by TD Ameritrade as custodian.