They value objectivity and independence.You've probably already discovered that there are two kinds of financial planning and advisory firms. The first kind are product driven planning firms, which includes many banks, insurance companies, and Wall Street firms. They employ an array of people who do planning to sell you a specific product (in many cases proprietary product). The second type of firm? Client-driven firms like Hayden Wealth Management. As fiduciaries, Hayden charges fees to do financial planning and portfolio management.
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