Our Values
Our Values
Whether you need help with retirement planning, investment management, or estate planning it’s vital that we understand your goals and objectives. This will assist us in developing a strategy that is truly in your long-term best interest. We also believe it is also important for you to know what drives Andorra.
In addition to being a truly independent financial advisor, we are motivated to serve clients through the following core values:
Dedication - of time and effort to serve our clients best interest
Excellence - we strive to provide the best services and to communicate with our clients
Integrity - in all of our interactions and transactions with clients and service providers
Transparency - we are upfront about fees and keep it simple; this gives both Andorra and our clients a strong long-term relationship and incentive to grow assets
Preparation - continuing education and deep fundamental research on financial markets keeps us on top of current events impacting client portfolios
Stewardship - thoughtful and wise caretaking of your funds is paramount to us, we invest your assets as if they were our own
Trust - is key between Andorra and our clients, we are proud of our many, long-term relationships. We invest in them!
Free Financial Review
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.