Through many years of working with individual investors, I've recognized that there is a crying need for an organization which can provide objective, personalized and quality financial planning and investment management services to the private investor. While many institutions claim to meet this need, few are adequately structured to deliver the type of service this market demands. I founded MAIN & WALL Financial Advisors to specifically address the needs of the private investor.
The key to our success lies in the structure, focus and commitment of the organization. Our only interest is in establishing long term relationships with investors who demand nothing less than the same quality of resources and management expertise that institutional investors receive. Plus, we deliver a level of personal attention and responsiveness to investors needs that large firms simply by the nature of their size, are unable to provide. You'll find us a first-class next-generation Wealth Management firm, well-equipped to meet your needs without the potential "conflicts of interest" you may encounter from commission based advisors or "financial representatives".
We provide professional services for a very affordable annual fee, based on the value of your assets under management. Our objective is the same as yours - to see your assets grow. You'll appreciate this approach because you can be confident that your best interests are being served at all times.
We have no "get-rich-quick" schemes. We do not underwrite securities or sell insurance. We'll help you define your goals, then commit our total resources, backed by years of experience and old fashioned hard work, to help you reach them. After all, the bottom line for us is, your success is our success.
The following will describe our services in more detail. Additional information is provided in form ADV Part II as required under regulations of full disclosure.
Bob Sefcik, President,MAIN & WALL Financial Advisors, Inc.
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