Financial Transparency
Financial Transparency works with clients and financial advisors around the country, in various states.
We typically custodialize assets with Axos Advisor Services, or Charles Schwab, and they provide our firm with back office support to better serve our clients and advisors.
WHO WE WORK WITH
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Financial Transparency works with clients and financial advisors around the country, in various states. We typically custodialize assets with Axos Advisor Services, or Charles Schwab, and they provide our firm with back office support to better serve our clients and advisors.
About UsWHY FINANCIAL TRANSPARENCY?
"Right now, do you know why each investment is in your current portfolio? Do you know how it performed compared to the other similar options that you could have had? We believe that advisors should be able to answer this question for you, and here at Financial Transparency, we are working to do just that."
How We Can Help
SUPPORTING CLIENTS
You don't just invest with us, we invest in you. Let us be there for you every step of the way. Learn more about how to work with us.
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ABOUT US
We want to create a better financial world for our clients. We are here for our clients every day, whether it's getting a new investor started towards their dreams, providing ongoing support and guidance to active investors, or a second opinion to an investor who is wondering how their investments rank compared to what they could have had.
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SUPPORTING ADVISORS
We have many years of experience working with and supporting advisors across the country. We help advisors stay branded as their own firm and give them support to grow. We have implemented Sell & Stay plans that pay advisors now and allow advisors to have peace of mind about retirement.
Learn More →OUR STORY
Five Years. A Quarter Billion. Because We Care.
Today we are celebrating…. Happy 5 Year Anniversary to Financial Transparency! The whirlwind of the stock markets has been an Indiana Jones-worthy background for launching this company. We were here with you for the 2018 tariffs and trade wars, oil price plunge, government shutdowns, the 2019 economic resilience, tech sector rally, Brexit drama, introduction of commission-free trading 25% trading volume spike, the 2020 Covid-19 pandemic, stimulus response and fastest, rollercoaster level, drop and rise of the market, vaccine breakthroughs, and presidential election, the 2021 on again, off again lockdowns and restrictions, meme trading, rising inflation, increasing supply chain issues, and social unrest, the 2022 geopolitical tensions with Russia and China inducing new record market lows of the decade, rapidly rising interest rates, to the 2023 eagle-eye on China and Taiwan, Federal interest rate hikes and pauses, sky high mortgage rates and rocky commercial real estate markets, ongoing dance of is there going to be a recession, and current cautious growth. Whew!
In that time, the first 5 years of business when you are establishing your corporate identity and making operational decisions, we have been navigating these markets, through some unprecedented events. We have been challenging ourselves on how to best serve clients and finding many colleagues, other advisors, to be great friends and sources of wisdom, thank you!
We have gone from $0 assets under management, to more than a quarter of a billion. We have done what we expected to do, like assessing client goals, their risk number, developed investment portfolios tailored to clients' specific needs, account paperwork, executed trades, continuously monitor accounts, evaluated and deployed different financial software, discussed retirement plans, analyze and obtain life insurance, provided market updates, quarterly reports, etc.
"Financial Transparency — Because We Care."
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We believe that it is important for you to get to know us, but also in order for us to best help you we want to get to know you. No commitment, let's schedule a time to talk.
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