The Best Financial Advisor Should ...
I believe that the best financial advisor should be focused on HELPING YOU:
— (truly) Understand your current finances – “Where You Are”
— Be Clear about how you want to improve your financial future – “Where You Want to Be”
— Discover the Best Path to get you from “Where You Are” to “Where You Want to Be”
— stay Aligned with your Values (the things in life that are most important to you).
That financial advisor should Help You, not dictate to you what you should do. They should collaborate and coach without Judgment.
My name is John. I created ALTUS Wealth Solutions to do for you, the client, what I wanted a financial planning firm to be able to do for me – provide wisdom, experience and perspective to help you do the most with the financial resources you have.
If you want advice from a professional & informed personal-finance veteran, aligned with your values, then I believe we should at least have a (free) conversation to explore the possibilities. I promise to do everything in my power to make our time together worthwhile.
Meet - 100% Virtual
PO Box 13237
San Luis Obispo, CA 93406
The Legal Stuff:
ALTUS Wealth Solutions is a Virtual Registered Investment Advisor firm, registered with the State of California and created in late 2007 (proof that market timing is not our specialty – then again, nobody can time the market). ALTUS Wealth Solutions is independent – NOT affiliated with any broker or dealer – and provides financial planning and investment management services for a fee.
John Buerger is the founder, owner, Chief Investment Officer, financial planner … and currently everything else in a one-person Registered Investment Advisor firm. The advantage is you get to work with the person actually making the investment decisions, not a salesperson serving up ideas from someone else who doesn’t even know you. John is a CERTIFIED FINANCIAL PLANNER™ professional with a BA in Economics from Middlebury College and a Masters of Science in Financial Services (MSFS) from the American College in Bryn Mawr, PA.
John adheres to the fiduciary standard of care, makes every attempt to do whatever is in the clients’ best interest and put those interests ahead of his own.