How We Help Our Clients - Uniquely Qualified
As Independent Financial Advisors, we are able to focus on what is best for our clients without conflict of interest of selling proprietary products. We are CPAs and attorneys, therefore we are uniquely qualified to advise on all aspects of our clients’ finances. From identifying tax advantages and planning investment strategies to detailing customized financial plans, you’re in good hands.
As always, our goal is to maximize your after-tax returns with an acceptable level of risk. Our investment recommendations are oriented toward the long term prosperity with an eye on what is happening within the business cycle today. We analyze your current investments, tax strategy, and holdings along with your current financial plan and investment profiles. Then, we develop a long-term financial plan and make investment recommendations.
Avantax Wealth Management®
Avantax Wealth Management® is pioneering the future of comprehensive wealth management with a unique perspective on investing, a growing network of more than 3,500 independent advisors who provide services to over 350,000 wealth management clients nationwide, $45+ Billion Assets under Administration, and over 30 years of industry experience.
The company was founded on the belief that a comprehensive, tax inclusive approach to an individual’s financial situation would yield healthier financial and investment decisions. Avantax is committed to providing their advisors with the tools so they can provide ethical and effective investment and financial services to more Americans than ever before.
Fidelity Brokerage Services LLC & National Financial
Lydon Financial Advisors and Avantax take the responsibility of protecting investor assets very seriously. The company performs ongoing due diligence on proprietary portfolio models and the investment options it approves meet a high due diligence standard. Since 1998, Avantax has engaged in National Financial Services LLC (NFS), a Fidelity Investments company, to provide clearing and custody solutions. NFS is an industry leader of these services, providing them to more than 300 leading financial services firms nationwide. Custody of all the securities held in your Avantax brokerage account(s) and IMS portfolio(s) is carried by NFS.
Avantax and NFS are members of the Securities Investor Protection Corporation (SIPC), a federal non-profit corporation that protects customer assets in the unlikely event that a member fails to meet its financial obligations. These securities are protected in accordance with the Securities Investor Protection Corporation up to $500,000 (including cash claims limited to $250,000). For details, please see www.sipc.org.
Morningstar
Morningstar, Inc.is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar's mission is to create great products that help investors reach their financial goals. The firm works directly with our advisors and the institutions that serve them.
Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries. The company has operations in 27 countries.
