Loyalty to You and Your Priorities
- Often financial advisors work for a large bank, insurance company, or broker/dealer and are driven to meet the priorities of that business over yours.
- Eves&Haines Wealth Management is an independent Registered Investment Advisor (RIA) driven by your priorities.
Reduced Potential Conflicts of Interest
- Different companies are good at different things. Eves&Haines Wealth Management delivers the best financial solutions in the market utilizing the best companies to craft your custom financial solution.
- Different funds and investments pay different sales commissions; your investment portfolio should never be driven by the financial advisors potential commission.
Know What You’re Paying For
- Did you know that many investment products such as Mutual Funds have built-in commissions and other fees that can be difficult to identify accurately? These fees and sales loads are enough to pay the financial adviser, their Broker/Dealer, and the Mutual Fund company.
- Eves&Haines Wealth Management is paid a transparent fee for their investment advice and management. We do not work for a Broker/Dealer.
Due to our structure as an RIA, we cannot legally accept commissions on investments.
Active Management of Your Investments
Do you feel like you know what’s going on with your investments on a regular basis?
Is your financial advisor calling you even when the market is going down?
Eves&Haines Wealth Management actively manages your investments on a daily basis
and discusses your investments with you at least quarterly. Significant market changes
that could impact your investments will trigger more frequent communication.
Have Access to Your Money
- Many funds and financial products in the industry contain a surrender period or contingent deferred sales charge.
- Are you able to access your money or take advantage of superior investment opportunities?
- Eves&Haines believes it is important to keep control of your money and have an adequate degree of liquidity so that you can make investment or life decisions easily.