Fiduciary Standard

As fiduciaries, we are held to the highest standard of care – and are required to act in the best interests of our clients at all times. 

The key benefits of working with a fee-only Independent Registered Investment Advisor:

Personalized guidance based on your entire financial picture 
Whether you need help with retirement planning, a tax situation, estate planning, or deciding the best course for an executive compensation program, we have the freedom and the duty to choose from a wide range of investment options in order to tailor our advice based on what is best for you and your family.

We build a relationship that is responsive, attentive, and personal
We must first build a strong understanding of your situation. Building a deep relationship with our clients is a primary focus of our practice. We make sure we have regular and ongoing interactions with our clients to keep abreast of the fluid financial markets and potentially changing personal circumstances.

We use a fee structure that is simple and transparent
We charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It gives us an incentive to help grow your assets. When you succeed, we succeed.

A high level of expertise to support your complex financial needs
We help investors address a variety of complex investment needs that arise when you accumulate significant wealth. Often, we are described as financial “quarterbacks” focused on your complete financial picture.

Your money is held and safe guarded by an independent custodian, not our firm
Russ Financial Group uses custodians to hold your assets. For clients, it provides you with a reassuring system of checks and balances. Your money is not held by the same person who advises you about how to invest it.