How to Avoid Bernie Madoff Situations
Tim stresses the importance of separating a financial advisor's custodian from their own firm to prevent conflicts of interest and ensure investor protection.
Hear from founder and president, Tim Doehrmann.
What is a Financial Custodian?
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.
Investment Returns and Receiving Value from Your Advisor
Tim discusses 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.
Custody of Assets - Avoiding Bernie Madoff Situations!
There can be confusion over how and where your assets are held when you have an investment account with a registered investment advisor (RIA) firm. Tim covers what a financial custodian is and does.
What is Financial Planning?
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.