Why Choose Us

Related image

 

  • We are an independent advisor. Our allegiance is to our clients, not to some big-name brokerage or insurance company. We work for YOU.
  • We are a Registered Investment Advisor who is obligated to act in a fiduciary manner.  This means it is our responsibility to put our client's interests ahead of our own.
  • We offer both financial planning and investment advice within a boutique-type service experience.  When you call or stop in, one of our team members is familiar with your case and available to help YOU. 
  • We provide custom built managed accounts with investments designed specifically for YOU and YOUR goals, not some canned computer approach.
  • We offer competitive fee rates because we don't have the heavy overhead of the big firms. This means YOU get to keep more of what is YOURS. Isn't that the way it should be? Call or email us to get started!

 

For a Complimentary Investment or Financial Planning Review,

Contact us at: 952-758-8060 or mike@traxlerwealth.com