why choose Cauble & Harre Wealth Management
Choosing a wealth management firm can be a daunting task for some people. At Cauble & Harre Wealth Management, we believe the following factors set us apart from other advisors:
- Fiduciary Duty:
As a Registered Investment Advisor we have a fiduciary duty to put your needs first. - Fee-Only & Independent:
As a fee-only independent firm we work exclusively for you, our client, not a brokerage firm, insurance company or bank. We do not accept commissions from the sale of financial products. We are compensated solely and exclusively by fees received directly from our clients. - Clarity of Fees:
Our fees are based on a percentage of assets under management, hourly fees and/or retainer fees. Our fee statements are clear and forthcoming. - Direct Access to Owners of the Firm:
You will work with the owners of Cauble & Harre Wealth Management so you get direct access to investment and financial planning expertise. - Team Approach:
We coordinate with your estate planning attorney, CPA and/or insurance agent to ensure that all of your needs are met. - Experience:
We each have more than 25 years of experience in the financial planning and investment management industries. Liz Cauble and Kendall Young are CFP® certificants and Peter Harre is a CFA charter holder. - Continuing Education:
We are committed to participating in continuing education programs to keep current on the latest industry and regulatory developments.
