Financial Advisor Owings Mills
If you are an investor looking for a financial advisor Owings Mills residents rely on, then you found the right place. CIC Wealth is a registered investment advisor (RIA) firm located in Owings Mills, Maryland. Many investors might be surprised to hear that not all financial advisors are required to act in their client’s best interest. As a Registered Investment Advisor (RIA), CIC Wealth and our advisors acts as a fiduciary on behalf of our clients. Being a fiduciary means that, by law, we are required to act in our client’s best interests, at all times. Some may consider this to be an insignificant difference, but we feel it’s one of the most important differences between one Owings Mills financial advisor to the next.
We feel that an informed client is a better client. It’s our priority to educate you and provide the information necessary to make informed decisions, as you work toward achieving your financial goals. We do this by taking the time to get to know you personally, in order to help us better understand your financial circumstances and your needs. Once we truly understand you, we will create custom financial plan that is designed to give you the best chances for success. This plan will include specific recommendations and a custom tailored investment portfolio that matches your risk tolerance and your long-term goals and objectives. Each of our clients have their own personal needs. Some clients want their assets to grow substantially over time, while others are less concerned about the long-term growth and rely on their investments to generate income for their current expenses. Having a financial advisor in Owings Mills who understands your goals can greatly increase your likelihood of success.
At CIC Wealth, each of our clients have a single point of contact giving you direct access to the people helping you with your specific needs. An Owings Mills financial advisor from our firm is proactive and will keep you up-to-date on your investments and how you are progressing toward achieving your financial goals.
Charles Schwab is the custodian for our client accounts. Having your accounts at Charles Schwab gives you piece of mind that your money is being held safely and at a low cost.
If you are looking for a financial advisor Owings Mills, MD trusts, who will act as a fiduciary on your behalf and provide you with a high level of customer service, contact us today!