Financial Education

Tim stresses the importance of separating a financial advisor's custodian from their own firm to prevent conflicts of interest and ensure investor protection.

Tim breaks down what a financial custodian is and its role in holding client assets. He discusses why his firm chose to partner with Altruist Financial as its primary custodian.

Understanding investment fees is challenging! In this article, I discuss why investment fees are traditionally so high, how to think about value in relation to an advisor's fees, and why Eagle Ridge Wealth Advisors is different when it comes to value and transparency.

There can be quite a bit of confusion over how and where your assets are actually held when you have an investment account in general or when you have an account with a registered investment advisor (RIA) firm like mine. This week I cover what a custodian is and does and how to avoid getting Bernie Madoffed!

Retire Your Way Radio is a podcast hosted by me, Tim Doehrmann, CFP. In this first episode, I talk what you can expect in future episodes and why someone would want to work with a fiduciary. I also describe my backstory including how I went from running a hardware store to running a fiduciary, registered investment advisor firm.

A financial plan is used to reduce your stress about money, support your current needs, and build a nest egg for retirement. Continue reading to get started.