Values before money
fiduciary means clients come first
simplicity and transparency
cooperation, not competition
questions to ask
- Who do you like to work with?
- DRW Financial prefers to work with clients who value communication and care about something(s) more than money.
- How are you organized, and how do you get paid? Broker, agent, advisor? Commission, fees, or a hybrid?
- DRW Financial is a fee only advisor
- What standard applies to your practice? Are you a fiduciary, or held to a "suitability" standard?
- DRW Financial is a fiduciary
- How many clients share your attention?
- DRW Financial is committed to maintaining a small and focused practice. We currently serve approximately 25 households, with an intention to cap our practice at 50 households.