Are we really different?  Completely.

Most financial services firms employ brokers who charge commissions and therefore have an incentive not only to recommend products and transactions that they make commissions on, but also those products that generate the most commission for them.  Other firms believe that you should hire them "on retainer", paying the advisor a percentage of your assets for managing your money.  That's not how we would hire a professional and it's not what we would recommend to our clients.  So what does this mean for you?

1)  As a state registered investment advisor, Fenway Financial Advisors has a legal fiduciary duty to do what is in your best interest.  This is a responsibility we take very seriously.

2) We have no incentive to sell you anything other than sound, unbiased advice because Fenway Financial Advisors is one of the few investment firms in Massachusetts that works solely on an hourly or fixed-fee basis (except in the limited case of certain insurance products where we are compelled by state law to accept commission).

3) Our fees are fair and open.  We tell you exactly how we will charge up front with a reasonable estimate for what our services will cost.  While we believe our advice to be as good or better than any in the business, for many clients, our fee structure usually represents a significant savings compared to our competition which leaves substantially more of your money working to help you meet your financial goals.

4) We are fairly compensated for those areas where we have competence, but nobody can be an expert in all areas of personal finance.  If we can't help you with a specific issue, we will gladly refer you to a professional who can. 

OUR SOLE OBJECTIVE IS TO ENSURE THAT YOU RECEIVE THE MOST QUALIFIED, UNBIASED ADVICE AVAILABLE.  WE ADD VALUE AND GROW OUR BUSINESS BY CONTRIBUTING TO YOUR BOTTOM LINE, NOT OURS, WHICH ALWAYS MEANS THAT WE'RE IN YOUR CORNER!