Premier Financial Group
Premier’s three founders and their ever-expanding team have spent the last twenty years engaged in a process towards excellence in wealth management. That journey has resulted in outstanding investment services and meaningful relationships with business retirement plan trustees and high net worth families. That journey has taken us through the “belly of the beast” known as the financial services industry. This is an industry dominated by marketing hype and fraught with conflicts of interest as well as unproven investment strategies. More recent events, both legal and regulatory, have formally exposed much of the abuse, deceit and lack of fiduciary responsibilities that this industry represents. There have been times when we have expressed our embarrassment about being part of an industry so disconnected from truly helping clients obtain financial peace of mind.
Premier acknowledges the fiduciary standard demanded of Registered Investment Advisor – Securities and Exchange Commission, as the highest standard to which investment professionals are held. After struggling with all of the conflicts in the industry over the last twenty years, Premier has developed a clear understanding of what works in investing and what to avoid. What works is fairly simple, consistent and understandable. What should be avoided is most of what the financial industry, with its marketing driven focus, wants you to think is important.
This site represents our best efforts to give direction to decision makers on the key issues they should consider in hiring a trusted advisor. A trusted advisor will hold themselves and their firm to a fiduciary standard with each client. A trusted advisor will acknowledge a co-fiduciary relationship with fiduciary clients. If every client demanded this from every advisor, it would dramatically change the future of the financial services industry for the better. Please, in your own best interest, in the best interest of your loved ones, employees and the investing public, make this demand. Premier is prepared and passionate about our relationship with clients which represents this highest standard — the fiduciary standard — in the industry.