EDUCATING, EMPOWERING & INVESTING IN YOU
Dedicated to our Independence
As an independent Registered Investment Advisor, Braun-Bostich & Associates is committed to providing balanced financial guidance that exceeds your private goals. Our independence assures that we are free to assess all available products and financial-life solutions for our clients. Each client can be assured that we are committed to their success and that our guidance and recommendations are based entirely on merit and uniformity with their overall strategy.
High Ethical Standards
As your fiduciary, we are commitment to maintain an adherence of privacy, trust, loyalty, and disclosure to you always. Most financial services firms are simply held to the suitability standard where advice must merely be “suitable,” with no legal obligation to act in a client’s best interests―we have no hidden fees, incentives, or compensation that may prevent us from providing you advice that is in your best interest always.A Fiduciary Rule a Fiduciary Rule simply means that (a) Financial advisors must act in the best interests of their clients, (b) Conflicts of interest must be avoided wherever possible, and (c) There must be full disclosure and transparency around fees and compensation. The fiduciary standard of care is the highest legal standard, and it speaks to duties of good faith and trust.
Our private wealth management team consists of professionals with extensive experience, wisdom, and skills in providing financial advice, planning and investing, including; MSFS® – Master of Science in Financial Services, CFP® –
Certified Financial Planner, CFA® – Chartered Financial Analyst® – Enrolled Agent, (EA) and others. Our extensive capabilities allow us to address both fundamental financial coaching and complex financial situations with clarity and efficiency in a comprehensive yet personalized approach.
A Boutique Firm with Exceptional Resources
While multifaceted in our capabilities, we are steadfast in our promise to provide tailored solutions and highly-responsive client services. Unlike most firms of comparable size client base, we offer the resources and capabilities of a much larger practice―with the personalized care of a boutique firm. Our balanced team approach to client relations allows our wealth managers and client service specialists to be readily available to assist you with your immediate needs in support of goal realization.
As an experienced advisory firm, we offer an independent and objective perspective helping you build wealth for the long term.
|Accountable||Teamwork & Family Oriented||Comprehensive Solutions||Responsive||Commitment to Excellence||Integrity||Easy to Partner With|