Gladwyn offers comprehensive financial advisory services for clients of all financial circumstances. Whether you are a recent retiree, in mid-career, a small business owner, or a new college graduate, we are ready to support your financial goals and provide you with client-centered planning, investment advice, and income tax guidance.
Gladwyn Financial Advisors is an independent Registered Investment Advisory (RIA) and financial planning firm that provides fee-based advice. We are not compensated by commissions or any other incentives (sales overrides, free trips, etc...) for investment advice. Our goal is to develop and implement strategies that help you reach your financial goals and, as a result, provide financial peace of mind.
As a Registered Investment Advisory Firm (RIA), Gladwyn Financial Advisors has a commitment and fiduciary duty to put client's interest ahead of their own. While advice can never be completely free of conflict, every effort is made to do so.
For investment advice, we are paid by our clients, not by commission, either as an asset-under-management fee for ongoing investment advice or an hourly rate for financial planning.
With few exceptions, our firm recommends low-cost index-based exchange traded funds (ETFs) or index-based mutual funds. Academic studies show that the lower the fund cost, the better the performance.
All investment advisory clients are provided with an Investment Policy Statement which describes how their portfolio will initially be allocated. We then provide ongoing portfolio management and implement quarterly rebalancing recommendations to ensure that your investment plan remains on target.
|Timothy T. Murray||staff|