“I don’t believe in a law to prevent a man from getting rich, it would do more harm than good.”

- Abraham Lincoln

The Fee Only Difference

Being a Fee-Only financial planning firm allows us to be accountable to our clients at all times. We do not sell any products, we do not accept any commissions, and we do not have any conflicts of interest.

Our independent business model sets us apart form the large investment firms who are accountable not to their clients, but to their company and shareholders. These large investment banks are held to a suitability standard, meaning their advice and the products they sell must only be suitable to your situation, but these firms and their brokers are not required to be your fiduciary or advocate. They may accept commissions and are not required to disclose the variety of compensation agreements that their firms may have established. When dealing with a broker from one of these firms, it is difficult to know if you are being recommended a product or service because you truly need it or because your broker has conflicts of interest or personal reasons for recommending the investment.

At Elysien Private Wealth our advisors are held to a fiduciary standard. This means we are requiried to put your needs and the needs of your family ahead of the interest of our firm at all times. We are required to disclose any conflicts of interest, and as a fee-only planner, we guarantee that we do not acceept any forms of compensation from any parties other than our clients. When you work with Elysien Private Wealth, you can always be confident that our advice is completely indpenedent and the recommendations you are receiving are truly in your best interests. It is this difference, among others that have propelled Elysien Private Wealth above and beyond our competition.