The mission of Method Finance is to help people make better financial decisions. Our work is guided by a set of beliefs that we hope improves client returns, raises our level of service, and deepens our relationships with our clients.
With minimums for our investment management services at $100,000, Method makes quality advice accessible.
We are a fee-only fiduciary advisor. We do not receive a fee or other compensation from another party based on the referral of a client or the client’s business. See Our Fees for more information.
We make every effort to ensure our advice is objective and unbiased. It’s a central tenet of our role as fiduciaries.
We have done our best to align our interests with yours. We aim to build life-long relationships, and we recognize your trust in us is our single greatest asset.
By providing clients with a partner who is 100 percent focused on their finances, Method Finance enables clients to enjoy the aspects of life that are most important to them.
A key metric on which we judge our performance is the degree to which clients understand, trust, and can therefore adhere to, their financial plan.
We provide our clients with a framework that clearly outlines the impact of all financial decisions made today on their long-term goals.
We prepare our clients for the inevitable risks and volatility of investing by focusing on client education and the transparency of our process.
We believe our industry allocates too much capital to marketing financial products, and too little educating consumers.** Please contact us if you would be interested in an educational seminar.