Financial Guidance for Lifelong Confidence & Fulfillment
At Aria Wealth Partners, we steward the big picture of your financial journey. That means we not only provide guidance for your present situation, but we step back and examine the road ahead, so we can help you identify which path leads to your best life. We form long-term partnerships, helping you navigate your financial decisions so you can pursue each goal with confidence. With our meticulous attention to detail and personal commitment to our clients, we make sure you’re well equipped for a safe financial journey and that every step you take leads you closer to the life you’ve always dreamed of.
We truly care about the wellbeing of our clients, which is one of the reasons we established an independent practice. We are not beholden to a specific company or their products, so we have freedom to choose solutions based on what’s best for you. Our priority is helping you live with financial freedom and confidence, so you can rest assured that your best interests are the driving force behind every decision we make.
We are held to a fiduciary standard, meaning that we must provide the highest level of care and place your interests first. Most investors, after learning that advisors are fiduciaries and brokers and insurance agents are not, opt to utilize an investment advisor for their financial service needs.
Investment advisors typically charge a fee based on the assets managed. You know exactly how much you are paying, fees are clearly stated in writing, and there is no incentive for your advisor to recommend one product over another for a higher commission.
Since our fees are based on assets and not on products, we are not limited to investments that pay a commission. We have access to an open architecture of investments, including no-load mutual funds, loaded mutual funds purchased at the net asset value (NAV), institutional money managers, stocks, bonds, UITs and ETFs.
Because your advisory relationship is not based on commissions, you will know that any investment recommendations or decisions are for the best interest of your portfolio. The inherent nature of the relationship is in alignment of interests between us.
