Is Thoughtful Advisors an Independent Firm?
Yes. We are privately owned and operated. We select our own solutions and work with our chosen professional partners.
Is Thoughtful Advisors a Fiduciary Firm?
Yes. We are legally and professionally mandated as fiduciaries on behalf of our clients.
What is a Fiduciary?
A fiduciary is a professional who is legally obligated to put the interests of their clients ahead of their own. A fiduciary is held to the highest legal standard to “do the right thing” for their clients. A fiduciary must disclose any potential conflicts of interest as soon as practical to their clients.
Why should I work with Thoughtful Advisors instead of "Doing it Myself"?
We provide value to our clients that exceeds the costs of our services. We help our clients quantify the “unknown unknowns” in their world. We help our clients understand what is possible for them specifically to achieve. Collaborating with experienced fiduciary advisor professionals allows you to “do more” on behalf of your family and the other important aspects of your life.
Will Thoughtful Advisors work with my current advisors?
Yes. We encourage collaboration and attempt to engage your other professional service providers on your behalf. This allows your CPA and lawyers to focus on their specialties without ignoring important aspects of your overall tax and financial well-being.