Now take the next step to financial freedom
Have you been told your accounts are too small or it costs too much to work with an advisor?
You no longer have to be in the top 1% to get sophisticated investment advice. Would you like to save 50% of the typical industry fee to create & implement a disciplined investment plan?
Would you like access to a world class financial planning tool to navigate and realize your dreams?
With ONLINEADVISOR, we invite you to join millions of folks who have benefited from professional, low cost, diversified management of their accounts and access to financial planning expertise. We use smart technology to quickly onboard you as our client and complete the necessary account paperwork. We use world class Dimensional funds and low cost ETFs. We provide access to an online experience where all of your accounts are aggregated in one place. We utilize transformational technology for efficiency and transparency, taking emotions out of decisions, while giving you and your advisor better control over your portfolio.
Fiduciary - Fiduciary means we put your interests first. Period.
Fee-only - Fee-only means we limit conflicts of interest. We do not accept commissions or compensation from any source except clients.
Fees - Transparent and reasonable.