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!
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.