At Certus, there is one simple goal… to get you closer to your dreams. We believe that informed, empowered people make better financial choices. As independent, fiduciary advisors, we are laser-focused on our clients’ best interests. We work closely with you at every step, from assessing your current finances to designing and executing a strategy that fits your needs. We aim to empower all of our clients with the knowledge, perspective, and tools they need to make educated choices.
We ground our work in the context of our clients’ lives. Great financial planning starts with strong relationships – we are committed to taking the time to understand your needs and long-term aspirations. Because every client’s circumstances are different, you get a plan that is customized to meet your distinct needs.
When it comes to your money, independent advice matters. The Certus Wealth Management team understands that each individual has a finite level of resources – our goal is to work with you to develop a plan that optimizes YOUR opportunities. We are fiduciaries; this means we have a duty to provide advice that is in your best interest given your circumstances. We never take commissions or other incentives as we are a fee-only advisor.
We equip our clients with effective, actionable advice that helps them make an informed, educated decision. Whether it’s fine-tuning your 401(k) or mortgage contributions, aligning your portfolio’s risk level with your long-term goals, or purchasing a new home with confidence, we give you the specific, grounded advice that you can use. We are proud to offer an excellent client experience, supported by technology resources and modern liquidity solutions that give you flexibility in leveraging the value of your investments.