About Wealth Management Advisors

We don’t feel that having a local radio show would make us any better advisors to our clients.  Nor do we feel that sending mailings to people inviting them to dinner to hear another pitch to gain their assets is productive for our clients.  We prefer to spend our time working with clients to offer a personalized financial plan, as opposed to spending time marketing, which is why we are introduced to potential new clients only through existing, satisfied clients and other professionals such as CPAs or attorneys. 

Also, we feel that it is important that our professional staff have the appropriate background and experience to work with clients.  Each of our advisors either has at least one of the following designations, or are working toward one or more of them: Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) or Certified Financial Planner™ (CFP) professional.  We feel this shows dedication to the profession and to a lifelong learning process.

NOTICE: Please remember to contact Wealth Management Advisors, Inc. if there are any changes in your personal and/or financial situation or investment objectives for the purpose of reviewing, evaluation, and/or revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to be available to you upon request. Past performance is no guarantee of future results.