Broker Check

Our Difference


When Patrick Williams started his career in the 80s, he began to question if the standard for responsibility in the industry was where it needed to be. Defying existing brokerage convention he began a transition to fee-based business model that set a higher standard. This model limited compensation based conflicts of interest and enabled him to evaluate investment opportunities based solely on his clients financial objectives.

What does that mean to clients and prospective clients? It means that they will know exactly how much they’re paying for financial advice and how that advice may affect their financial goals. Clients can be confident that the counsel they receive is unbiased and based on years of experience.