What makes Willow Ridge different from traditional financial advisors?
Wealth consulting process
Our process delivers personalized service throughout the entire relationship, not just at the beginning in an effort to win your business. On-going progress reviews, disciplined investing, education and coaching help you stay on track.
Scientific investment strategies
We construct portfolios by applying principles of financial science founded upon decades of Nobel-prize winning research, not the latest magazine covers or hot stock tips.
A win/win approach to serving you
Our win/win approach to serving you eliminates the conflicts of interest inherent in most brokered financial transactions. Instead of selling you products, we consult with you to understand all of your needs and concerns, and then provide world class investment expertise, financial strategies tailored to meet your specific needs, and advice that puts your needs first. “Fee only” means that 100 percent of our compensation comes from clients – we charge no commissions for each transaction and receive no kickbacks for selling certain products. “Fee-only” means that you can trust us to provide independent, unbiased answers to your most pressing financial questions. “Fee only” means that we are interested in building a beneficial long-term relationship instead of creating transactions.
Fiduciary relationship
Unlike many financial advisors we are a fiduciary for our clients. That legally requires us to put your needs ahead of our own when making financial recommendations. That’s not the case with a sales oriented advisor.
Complete transparency
As your consultant and fiduciary we will disclose all details, including fees and expenses, associated with your investments.
Experience
Our global financial experience gives us investment expertise not found in many financial advisors.