Closed now
Closed now
A comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams -- customized services designed for the financial needs of Georgia residents in the Savannah area. We take a personalized approach, working together with you to grow and protect your assets.
Closed now
Fiduciary Financial Advisors is an independent, financial planning & wealth management firm founded on the core principles of bringing lower-cost investment management combined with robust financial and retirement planning to help our clients navigate financial life. A few things to know about us: Our Philosophy: Math wins. We are a value focused firm that seeks to remain as prudent as possible at all times in both investing and financial planning decisions. Our firm credo is “In God we trust, everyone else must bring data.” (credit to Edward Deming) Fees/costs: We do not recommend commission based investment products but instead focus on fee-only advice for our investment management service. To protect our clients best interests, we have a maximum annual advisory fee of 0.95%, regardless of asset size, which may go lower depending on portfolio size or scope of work. We proactively attempt to mitigate fees and expenses where possible. Please head to our website for more information and to schedule an introductory phone call.
Closing soon
Arkin Financial Advisors, LLC (AFA) is a Savannah based fee-only Registered Investment Advisor and a member of the BAM Alliance, a community of more than 140 independent wealth management firms located throughout the United States united in the belief that there is a more effective system for investors to reach their financial objectives. Like other members of the BAM Alliance, we believe in delivering unbiased, transparent and evidence based advice. We believe every investor is unique and requires heavily customized wealth management solutions tailored to meet their specific needs.
Financial Wellness Routine helps individuals and families to get out of debt, save more, and achieve generational wealth. Contact us today!
