Financial Planning Built For you.
With an office in downtown Roanoke, VA, Wayne Firebaugh, Inc., is a Registered Investment Adviser fiduciary providing financial advice and investment management to individuals, corporate retirement plans, and businesses.
Choosing a financial adviser isn't easy...it is difficult to distinguish what truly makes an adviser unique and why their uniqueness benefits you. We'll make it easy for you...here's the cheat sheet:
- Wayne Firebaugh, Inc. is a fiduciary. This means we create investment strategy based on the professional belief any suggestions are in the best interest of the client. Our undivided loyalty lies solely with our clients.
- Wayne is independent and not tied to one company or investment platform, so he's free to pick and choose from the widest possible array of investment options that will provide the best results. There are no kick-backs and no conflicts of interest. Your interests are our interests, period.
- Wayne is a Registered Investment Advisor. Federal and state law requires that Registered Investment Advisers be held to a fiduciary standard. To satisfy this extremely high legal standard, an adviser must act solely in the best interest of the client, even if that interest is in conflict with the adviser's financial interest. Investment Advisers must disclose any conflict, or potential conflict, to the client prior to and throughout a business engagement. Investment Advisers must fully disclose how they are compensated. In addition, our firm has adopted a Code of Ethics to ensure that we live up to our fiduciary obligations. Unfortunately, not all "financial advisers" work for federally or state-registered investment advisory firms. Many so-called financial advisers are registered representatives, better known as brokers, and are employed by brokerage firms. Generally, registered representatives need not comply with the fiduciary duty standard that is owed when you are dealing with a registered investment advisory firm. Brokers use a "suitability" standard that means a recommendation can be merely good enough not necessarily the best.
- Wayne provides customized investing and financial strategies to his clients. If you would prefer a one-size-fits-all solution for your future, you are at the wrong place.
Just before my 13 YO son's first weightlifting and cardio session - he is skeered (with good reason).