Why We're Different

We work with the belief that any advisor can provide investments; it’s the trusted relationship that can be harder for clients to find. With decades of experience and a commitment to providing impeccable service, we seek to build long-term partnerships with our clients.

By providing objective advice and honest recommendations, we can manage our clients’ assets and investments so they can instead focus on life and their retirement.

When working with FS&I, clients can benefit from:

A holistic financial planning approach. From the first meeting, we listen to clients’ goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients’ short-term and long-term goals, we seek to develop a comprehensive strategy that grows with clients through the many stages of life. We never make a recommendation before first understanding our client’s unique positioning regarding their finances.
Objective advice. As independent advisors, we are committed to providing honest guidance. Without any conflicts of interest or quotas to meet, we develop strategies and make recommendations based on each client’s individual needs and goals. We also value honest communication with our clients and help them navigate both the ups and the downs of their investments.
A specialized understanding. As a female advisor, Mary understands the unique challenges women face when making decisions regarding their finances. She is able to help successful women, divorcees, and widows make sense of their options and pursue financial independence.
Strong communication. We seek to stay in contact with our clients based on their preferences, whether it’s an annual review or a quarterly update. In addition, we are always transparent with our recommendations and educate our clients on why we suggest the things that we do.

Ask us. What the difference is between a Financial Advisor and Investment Advisor? We are Financial Advisors!