PWA Financial is comprised of experts that maintain a fiduciary relationship with their clients. As fiduciaries, your needs will always come before our own, and we will always act in your best interest. Our incentives are aligned with your needs, so that you can receive the best possible service. Compensation comes from only one source: you, our client.

Why do I need a Fiduciary?

As fiduciaries, we:

  1. Value transparency and believe the fee-only fee structure is the most transparent and easily understood model available.
  2. Value objectivity and we believe selling products like insurance or annuities for commission challenges an adviser’s objectivity.
  3. Believe clients don’t need ‘products’ as much as they desire expert and ongoing advice.
  4. Believe incentives matter and we want to ensure we are incentivized to sit on the same side of the table as our clients, offering guidance on the options most suitable for the client and their bottom-line, not our own.
  5. Have signed multiple fiduciary oaths, and we believe the decision to be fee-only financial planners most ably allows us to act as fiduciaries while serving our clients.

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