Have you ever wondered what it would be like to work with a financial advisor? What about having a team of advisors behind you? A team that works as a cohesive unit, building your financial plan, managing your risk and investments, all to help you confidently pursue your goals? One of the key differentiators in Marzano Capital Group, as compared to other advisors and firms, is our team-oriented approach. This is a distinctive quality for a firm in our industry, as many advisors operate as solo-practitioners or in bank-led brokerage models. Client meetings, ongoing reviews, service, and ultimately investment selection and management are all things we collaborate on together. By operating in this manner, each person who walks through our door understands that we are all working for them and they have access to our entire team.
Another trait that sets us apart from many other advisors is our ability to truly put our clients first. We work for and are employed by our clients. Each of us on the team has a fiduciary responsibility to act in the best interest of the client regarding all recommendations and advice. We are not competing for sales goals and do not have incentives like many other firms. This positions us on the same side of the table as our clients, which is exactly where you want your advisor to be. Therefore, our focus is solely on each person we are fortunate enough to work with. In an article with Business Wire, 50% of Americans stated that they are certain they are working with a fiduciary advisor, while 38% have no idea if their advisor has taken the promise to put their clients’ best interests before their own and act in good faith to provide all relevant facts to clients (Business Wire, 2017).
Due to our size and scale and the efficiencies we have created, we have the ability to invest in potential clients before they invest in us. We want to educate our clients in the areas we are going to help them with and be sure they know what they own inside their portfolios and, more importantly, why they own them. A lot of what we do goes above and beyond the management of assets. We are fully engaged with each client in all things financial. Assessing life insurance needs and other risk-based topics, building financial plans and crafting budgets, creating income strategies and distribution plans are just a small slice of the value we strive to add.
At the end of the day, there are many advisors and firms in our area who do a good job for their clients. At Marzano Capital Group, we are constantly growing and continuing to build a team of individuals who complement each other. We feel that this team-oriented approach to financial planning creates continuity and long-term success for our clients.
Securities offered through LPL Financial, Member FINRA/SIPC, Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.
