How We're Different

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Comprehensive
Financial Planning

When you work with B.E.S.T., you receive more than investment management—you benefit from financial guidance that considers all aspects of your personal finances.

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Objective
Investment Solutions

Rather than being obligated to recommend investments from only one company, B.E.S.T. is free to select solutions that fit your short- and long-term goals.

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Research-Based
Investment Strategies

Our investment management strategy is based entirely on research—not Wall Street predictions or media hype.

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Fiduciary Guidance

Not all firms have to legally act in your best interest. But at B.E.S.T. Wealth Management we do!

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Fully Independent

We are an independent firm without any ties to big investment firms or other financial institutions.  

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Fee-Only Planner

B.E.S.T. is a fee-only financial planning firm, meaning we do not sell products or receive any commissions.

Our Process

When you work with B.E.S.T. Wealth Management you’ll appreciate our well-defined process!

Get an idea of the type of work we do!

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