Financial Advisory Service, Inc.

Financial Advisory Service, Inc.

Financial Times Top 300 Advisors for 2016, 2017, 2018, and 2019

Financial Advisory Service, Inc.

Financial Advisory Service, Inc.

Expertise & Objectivity® since 1979

Fiduciary Duty

Fiduciary Duty

A legal duty to act solely in another party's best interests.

Cornell University School of Law. 2016. https://www.law.cornell.edu/wex/fiduciary_duty (February 25, 2016)

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Expertise & Objectivity® for over 40 years

Fixed Fee and Fee-Based Engagement

Partnership. Not Products.

Our Goal is to Assist You in Achieving Yours

Experience Expertise and Objectivity

THE PARTNERSHIP

We believe the client relationship is the firm's most important asset. You can expect direct access to a passionate team of professionals who are committed to developing and implementing solutions to help you achieve your goals.

THE PLAN

Prior to any recommendation our team will conduct a series of meetings with you to gain a better understanding of your goals and financial objectives. From those meetings the team will develop a custom plan and set a path to follow to achieve those goals and financial objectives.

THE PORTFOLIO

FAS does not represent a specific investment company or sell a specific set of products. Serving families for over 40 years and operating with a fiduciary duty, you can place trust in FAS to make recommendations and investment decisions which are suitable and aligned with your plan and goals.

PEOPLE ARE NOT  “ONE SIZE FITS ALL”

 

FAS commentary and FAS news

Jerilyn Klein Bier, author for RIA Intel, recognized FAS’ unique ownership structure and successi...

12 August, 2020