Why American Advisors
We are an independent registered investment advisor firm designed to objectively provide advice without conflict of interest. Our mission is to be transparent with our clients and provide advice that is truly in their best interest. We operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal.
We provide our clients with individualized comprehensive financial planning services and investment advice based on their life and financial goals and their stage of life. Planning services include education planning, retirement planning, insurance needs analysis and investment allocation. We leverage the latest technology to optimize our services.
- We abide by a fiduciary standard, which always puts the client's interests first.
- We view transparency to our clients as a core value and believe it is essential in creating a relationship built on trust.
- We believe all people should have access to expert financial advice regardless of the amount of assets they have to invest.
- We work with clients to identify a proper risk score and allocate their investments based upon their risk sensitivity. This discipline will alleviate panic selling, trend chasing, market timing, and other mistakes that harm investors, damage investment portfolios and impair financial plans.
- We offer two billing plans to give clients options for what best fits their needs.
- We have a background that enables us to discuss complex trading strategies with sophisticated investors. However, our specialty is having clear conversations with non-financial clients and discussing investments and objectives in simple terms.
- We use the latest technology for developing and monitoring our clients' investment portfolios and financial plans in order to obtain optimal accuracy, client usability and presentation.
We are looking to establish relationships with clients that are interested in planning for their long-term goals. Our ideal client is looking to partner with an advisor to accomplish their goals through professional planning and investment discipline.
We are excited to work with clients living throughout the USA through virtual planning tools and meetings. We locally serve clients in southeastern Pennsylvania and New Jersey.