More than financial advisors, we are your wealth partners. We believe in the power of listening, and above all else, we believe in your dreams. Put simply, we start with your life's goals and plan a course to reach them. Our greatest satisfaction is helping our clients live the lives they have imagined; this is the hallmark of our business.
CGFA develops a dynamic relationship with you – one that is centered on a highly personalized and principled approach to investing. Our clients place trust in our ability to exercise good judgement. We work diligently to earn and retain that trust by making decisions based on solid economic rationale and robust empirical research. Successful investing means not only capturing risks that generate expected returns, but also by reducing risks that do not. Avoidable risks include holding too few securities, betting on individual countries or industries, following market predictions, and speculating on "information" from rating services. We believe this trust helps clients be better equipped to weather periods of market uncertainty and is the key for fostering the discipline needed to achieve better investment outcomes.
Investment advisory services offered through The Capital Group Fiduciary Advisors, LLC.
Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC.
The Capital Group Fiduciary Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.