"People don't care how much you know until they know how much you care..."
Taking prudent care of our client's finances is our primary concern, and that philosophy provides the foundation for a strong, long-term relationship. Problems don't always come with a pause button. That is why your advisor's goal is to be available day or night, weekdays and weekends. We don't want you getting lost in phone mail and you will deal directly with your advisor who will be responsive, knowledgeable and attentive. You can rely on Scholar to provide you with unbiased advice and straightforward answers.
As an independent advisory firm, Scholar is not pressured by a parent company to direct you into their proprietary products. Scholar provides you with unbiased research and chooses the best financial solutions from among the wide universe of financial products and services. Scholar is a boutique advisory firm designed to serve high-net-worth individuals in the most flexible way possible.