Progress Wealth Management has a unique service model that was created with the needs of busy working professionals in mind. We mainly work remotely and provide every client with a dashboard where all their accounts all linked so they can view their retirement plan, finances, investments, budget, estate plan, insurance, and tax plan all in one spot. This works well with the busy schedule our clients often have. In addition, similar to a project management dashboard, every task we give you to work on will be displayed clearly so you won’t have to drive over to our office to know what should be at the top of your mind right now. Since we understand that your free time may be limited, we’re happy to meet up with you whenever works. This may include nights, weekends, or early in the morning. We work with your schedule and don’t require you to work with ours. Lastly, we take great pride in educating our clients on how our wealth management works. You’ll be able to clearly view your portfolio whenever you want and get simple explanations via email, calling, or by scheduling an appointment with us.

At Progress Wealth Management, we believe that designations MATTER. We don’t hire any advisors who lack professional designations. As you work with us, you should expect to work with no one who has less than 10 years of experience and is a CFP, CPA, EA, or JD. We believe that if your advisor hasn’t taken the time to educate themselves on how best to serve you and help you reach your goals; you shouldn’t trust them. We believe that financial professionals need more than just a license to prove their ability to do their job. A common method of proving capability to do any job is with a set of professional certifications and designations that follow passing a rigorous exam like the CFP.

Progress Wealth Management is a unique type of financial advisor. We are referred to as a fiduciary financial advisory firm meaning we’ve minimized any potential conflict of interest and have an ethical and legal requirement to prioritize our clients’ best interests over our own.

How is this unique? Most financial advisors abide by the suitability standard meaning that they’re not required to give you the absolute best recommendation at every step of the way (just an okay one is fine).

How have we done this? By eliminating any inherent conflicts of interest that traditional financial advisors have (i.e. commissions, referral fees, soft-dollar arrangements, etc), we have ensured that our clients can trust that no matter what, we’re not in the sales business; we’re purely employed to benefit our client’s best interest.

We have an ethical and legal requirement to work in the best interests of our clients at all times. Coupling this with our average tenure in the financial sector of 10 years and you know that you’re hiring an expert to help you reach your goals more easily. We aren’t paid any referral fees nor do we sell life insurance or participate in any product sales. We abide by the fiduciary standard and are happy to sign a fiduciary oath if you request it.

Progress Wealth Management is a fee-only financial planning firm meaning we’re not paid a commission to sell you anything. All of our advisors are fee-only financial advisors as well.

This means that by hiring us, you’d pay us to give you accurate, objective advice that can help you reach your financial goals more easily and not have to be concerned with financial incentives we may have other than ensuring your financial goals.

The value of working with fee-only advisors is that you know at all times, your financial advisor has minimized their conflicts of interest. As a result, you can expect objective financial advice rather than advice in pursuit of the sale of financial products or products that insurance companies would pay commission on. We believe that the best choice for clients everywhere is to work with a registered investment adviser that abides by a fee-only structure. In addition to fee structure, the wealth management services offered should align with your needs. If you’re high earning, your investment advisers should include an analysis of your 1040 every year and should have a service offering that fits your specific needs.

That’s our specialty. We’ll help you understand every single little thing you can do to make reaching your goals easier and we’ll hold your at every step along the way.

This may include helping you renegotiate your salary, improve your tax plan, improve how you invest within your 401k, serve as your investment adviser, and how much and what type of insurance products you need (but we’re not insurance agents, so you know that we’re not trying to sell you anything) and much more.

We believe that to be the best financial advisor firm or wealth management firm, you should be ready and equipped to provide your clients with all the advice they need about every aspect of their financial life at every step of the way.