As an SEC Registered Investment Advisory Firm Mestmaker & Petrey Wealth Advisors is a fee only, independent, and unbiased local firm. The following highlights numerous reasons why we would appeal to investors seeking financial advice:
■Our clients always come first. ■As a locally owned firm we understand local needs and provide appropriate investment solutions. ■As a fee only firm we are not incentivized nor compensated for placing client’s assets in certain investment products. ■Client and advisor education is the focal point of our business. ■Communication is the key to promoting a stronger client advisor relationship.
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