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Business Advice

Many of our clients are busy with business ownership, managing their professional careers, and growing their families. At Boerum Hill Financial Advisors we have a wealth of business experience in many industries and of all sizes. We understand the challenges of managing the day-to-day, competition and growth, creating and capturing value, career development, business partnerships, vendors and customer management, funding business growth and expansion, selling and buying businesses, cash and debt management, and managing risk..

We measure your progress against these four elements:

We can be your valued business partner, a critical sounding board to help and support your decisions. You will receive independent, unbiased advice that you understand. We avoid conflicts of interest, receive no commissions on sales and will always put your interests first
Steps that I’ve found make sense for the self-employed are as follows:

Optimize what you have

Eliminate debt that drains

Establish cash reserves

Invest for your long-term goals

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Our Fiduciary Oath to You

We're on Your Side of the table and put your best interests first in order to fulfill our fiduciary oath to you. We adhere to the CIMA fiduciary standard because you deserve unbiased advice. We are paid directly by our clients (fee only) for advice, not by earning commissions for selling life insurance or mutual funds.

  • Act in the best interest of the client.
  • Disclose services to be offered and provided, related charges, and compensation.
  • Provide clients information needed to make informed decisions.
  • Disclose the existence of actual, potential, and/or perceived conflicts of interest and relevant financial relationships, direct and/or indirect. Take appropriate action to resolve or manage any such conflicts.
  • Respond to client inquiries and instructions appropriately, promptly, completely, and truthfully.
  • Maintain confidentiality of client information, however acquired, consistent with legal and regulatory requirements and firm policies.
  • Provide competent service by truthful representation of competency, maintenance and/or development of professional capabilities, and, when appropriate, the recommendation of other professionals.
  • Comply with legal and regulatory requirements related to one’s practice of his or her profession.
  • Maintain a high level of ethical conduct.

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn more about your financial planning needs and share information on our firm to see if our services are right for you.