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.