Registered Investment Advisor

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:

  1. Fiduciary Duty:
    As a Registered Investment Advisor we have a fiduciary duty to put your needs first.
  2. 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.
  3. 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.
  4. 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.
  5. Team Approach:
    We coordinate with your estate planning attorney, CPA and/or insurance agent to ensure that all of your needs are met.
  6. 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.
  7. Continuing Education:
    We are committed to participating in continuing education programs to keep current on the latest industry and regulatory developments.