“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently” - Warren Buffett

Forthright Wealth Planning was founded on the principle that the vast majority of financial services clients are “Oversold and Underserved”.

The financial advisors of Team Forthright entered the financial services industry for the same reasons: they wanted to build meaningful relationships with the clients they serve, and put their passion for helping others to good use. Much to their surprise, the financial services industry was a lot different than they anticipated, and in their opinion, broken. Misaligned incentives, predatory sales people, fear-based sales quotas, and a lack of transparency were all the norm. Forthright Wealth  Planning was created to serve clients in an open, ethical and honest way.

We believe that in order for you to get the results you’re looking for, and the care you deserve, you must invest in an environment that values ethical principles. That is one of the primary reasons  we chose to be independent investment advisors and eliminate any required product sales quotas or proprietary products. Our sole focus is to help our clients get the necessary results  they are looking for. This is a moral obligation for us, and something we take very seriously.

Our clients will never feel like a number. We take the time to understand their values, what they want to accomplish, and the life concerns that keep them up at night. We are committed to helping clients look at planning in a way that puts them at ease, allowing them to feel comfortable and secure moving forward with the rest of their lives. 

Your success is our success. We want to change the way you think about personal investing. Contact us today to get started!