Master's Advisors

When Master's Advisors was formed in 1994, we made a conscious decision to create a financial planning firm that focuses on building strong, trusted relationships as we help you accomplish your financial goals. Practically, this means listening well, coming prepared with well thought out plans built by our team of advisors, systematically reviewing... and monitoring your investments, and making adjustments as life changes. We realize that financial planning can be stressful. We work to take the stress out of the financial planning process for you by explaining difficult concepts in understandable terms. INVESTMENT MANAGEMENT: At the core of any financial services firm is investment management. At Master's we set ourselves apart with our Investment Review Committee (IRC) and our Strategy and Design process. The IRC has a structured due diligence process to monitor the investment landscape and be a resource to you. Our Strategy and Design process leverages a team of advisors to build your comprehensive financial plan. Every client has unique goals, risk tolerances and investment objectives. Our process provides customized solutions for the variety of client profiles we serve. FINANCIAL PLANNING: One question many consumers in the financial services industry ask is "What am I paying? We think is it more valuable to ask the question, "What am I receiving for what I am paying? Our industry struggles to define the services it provides, which leads to challenges in justifying fees. We want you to know exactly what we are delivering and what you are paying for those services. Before prospective clients commit to working with Master's, we make sure that the services required to execute their financial plans - and the cost of those services - are clearly communicated. RELATIONSHIPS: The foundation of our firm is our focus on long-term, personal relationships. It is easy for a professional to say that he wants a long-term, personal relationship, but it takes work and a genuine interest to truly build that relationship. Our ...Read More