webassets/ConfianceOriginal.jpg

Home | About | YourLife Planning | Wealth Management | Client Connect | Contact

CONFIANCE - Wealth Management

 
 
 Wealth Management

CONFIANCE - Our Firm
Our Firm
CONFIANCE - YourLife Planning
Financial Planning
CONFIANCE - Community Involvement
Community Involvement
RELATIONSHIPS
VERSUS
ASSET MINIMUMS

Yes, we are a for profit company and we have financial obligations too, but unlike many planners we don't have rigid minimum asset requirements. We meet with you during a complementary consultation. We discuss—and then mutually decide. Philosophical alignment is key. Mutual comfort a is a must.
 
A collaborative spirit is the determining factor in establishing a client relationship.

We engage with our clients via straight-forward AUM (Assets Under Management) agreements. No commissions. No conflict of interest. We adhere to a fiduciary standard.

YourLife Planning 

 Investment Philosophy >

 Fiduciary Standard >

 Relationship versus Asset Minimums

  Your Money >

CONFIANCE, LLC Firm Brochure

webassets/Twitter-CONFIANCEllc.jpg webassets/Twitter-CONFIANCEllc.jpg webassets/Twitter-CONFIANCEllc.jpg

CONFIANCE, LLC, Financial & Investment Advisors > 2016 / All rights reserved
CONFIANCE, LLC Financial and Investment Advisors is a registered investment adviser with its principal place of business in the State of Ohio. The material on this website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Please see full text of disclosures for additional information.