Our Philosophy

You Always Come First

The Independent Adviser Corporation is committed to transparent, unbiased financial advice and believes that the best interests of clients should always come first. We strive to educate individuals, families and businesses so that they can make informed decisions about their financial future and achieve their goals.

We are passionate about what we do and take pride in the relationships we build with our stakeholders. We believe that honest, open communication is key to building trust and providing the best possible service.

100% Independent & 100% Objective

Our philosophy is centered around building long-lasting relationships based on trust and mutual understanding.

Because our FEE-ONLY network does not charge commissions, they can provide 100% Independent & 100% Objective financial advice. Our professionals are also able to provide a holistic view of your financial situation, rather than just focusing on a specific product or service which helps ensure that the advice you receive takes into account all aspects of your goals and needs. 

Each member of our network has a high level of expertise and specialization in their field. This expertise is especially important when seeking advice on complex financial matters. Additionally, each member of our network maintains their own practice and has the flexibility to customize services to best meet your need.  

Appointments are available in-person, video conferencing via Microsoft Teams or Zoom and by telephone.  

No Robots – Only Humans

There are many firms that advertise the use of “sophisticated” robotic software algorithms to connect individuals and business to financial advisers. These software programs often rely on a brief questionnaire, sometimes consisting of only a few questions. They then pass you along to several individuals who supposedly “match you.” 

This approach has severe limitations. First and foremost, software is unable to fully consider the unique needs and goals of an individual, nor can it fully understand the nuances of an individual’s financial situation. Further, software programs are purposely designed to be biased and intentionally limit the choices available to the consumer. We are not fans of this approach.

In contrast, at 1800ADVISER.COM, we offer a completely FREE service that allows individuals, families and businesses to browse biographies, websites, and information on FEE-ONLY professionals such as financial planners, portfolio managers, CPAs and attorneys who share our philosophy.

This allows individuals to get to read about and get to know the professionals they are considering working with, without any pressure, and to determine if they are a good fit for their needs. It also allows consumers to gauge the professionals’ expertise and personalities.  

If you are ready to get expert FEE-ONLY advice, simply Click Here to Contact Us and let us know how we can help. Alternatively, you can visit 1800ADVISER.COM and browse biographies of individuals, advisers and choose one or more to connect with. 

All questions answered privately by email.

Connect with a Fee-Only financial planner, money manager, CPA or lawyer.

Sign up for TheAdviser.com Alert – a Trusted Buy-Side Research Newsletter For FREE!