John Friedman, CFP®

Summary

I help people, families and business owners make decisions about how to improve their overall financial wellbeing, however they might define that term and wherever that objective might lead. I do this by providing pure financial advice. More specifically, I provide this service: 1. Without selling products and without requiring that a client move any or all of the client's assets to a specific investing platform (so the advice I provide to clients is unbundled from any transaction the client might or might not be considering), and 2. While operating 100% independent from any other financial services provider (so that, when providing advice, I answer solely to the client — so that there's no one else in the room, so to speak, watching over us and seeking to insert some other financial, often conflicting, interest into the mix). When a client receives advice from me, then, there's no bank, no brokerage, no life insurance company, no money manager, no wealth management firm, no financial planning firm — none of that — interceding on its own behalf. Instead, there's simply the client and me, figuring out which decision best furthers the client's interests. And that is what I mean when I say I provide "pure financial advice." It's pretty much what most people would want in a financial advisor, but it's also something that the financial services industry has little or no interest in providing. For my clients, I'm changing that.