Welcome to Momentum Financial Partners.

People don’t want financial advice from a salesman. Instead, they want a relationship with a financial professional who is candid, trustworthy and thoroughly educated, who provides personalized financial consulting for each client. That search often leads them to a fee-based financial advisor or an investment advisor representative.

A pleasant alternative to Wall Street. A paradigm shift is happening, and the traditional brokerage houses are lagging. While old-school “stock brokers” have gone the way of the wooly mammoth, you still have a sales-first mentality in place at big banks and Wall Street brokerages. As they try to serve their clients, these “wirehouse” brokers regularly contend with sales quotas and the inherent potential for conflicts of interest. Given the tarnished reputations of so many giant banks and brokerages, it isn’t surprising that consumers are turning elsewhere for financial advice.

As fee-based financial advisors*, Momentum Financial Partners is structured to promote earning income from fees instead of commissions. The emphasis is on quality advice. Through our broker-dealer, our fee based services also provides freedom – freedom to choose the most appropriate products and services for your risk tolerance and investment goals.

• People need unbiased advice. That’s probably the #1 reason why people seek an independent financial advisor representative. Our clients know that the advice they receive is not influenced by sales incentives or directives. There is often a candor to our discussions that may not always be present at a bank or a brokerage.
• People want more investment choices. An independent financial advisor representative is free to offer investments from dozens, maybe hundreds of companies, rather than the investments of a single company. In addition, we can unhesitatingly tell you if an investment is or isn’t appropriate for your financial situation.
• This is the age of independence. When it comes to your financial future, no one wants to be “sold” – just advised. That’s why we’ve seen the rise of a new kind of financial firm; one who puts the client relationship first. We welcome the opportunity to demonstrate how working with us may help you reach your financial goals.

* New clients accepted by referral only* You may contact me by clicking here.