As a Registered Investment Adviser (RIA), Steadfast conducts all client relationships with fiduciary responsibility, representing our clients' interests above all others. We receive no commissions or referral fees of any kind from the recommendation of any product or service, avoiding a prevalent conflict of interests in the financial services industry. In short, our only obligation is to our clients, not a bank or brokerage house.
Steadfast Financial Services takes a long-term, transgenerational approach to financial planning, treating financial resources not as an end to themselves, but as a tool to help families accomplish goals and objectives. We keep the ratio of clients to client managers very low as we value close relationships and strive to provide exceptional personal service.
For all clients, we act as a financial coach, coordinating various professionals (such as estate planning attorneys, CPAs, insurance agents) to make sure their goals are being accomplished in the most efficient and effective manner possible. Steadfast brings clarity to sources of financial confusion and equips our clients to make important life decisions with confidence.