What is an RIA?

In today’s media world, keeping up with your investments may seem like an uphill battle. Add in Department of Labor rulings, inadequate finance gurus, and questionable price structures, and it’s no wonder that many individuals put off planning until the last minute.

But at Belle Financial, we want to change that. Our founder, Travis Stolcis, and his associate financial advisors work as independent investment advisor representatives under Financial Advocates Investment Management, an independent Registered Investment Advisor firm affiliated with LPL Financial, our preferred custodian. This unique philosophy and process provides the foundation for our advisors and the team at Financial Advocates Investment Management to provide independent and objective advice to our clients. As a result, we are dedicated solely to the needs of our clients and act as a fiduciary when engaged in fee-based asset management and financial planning services.

Many traditional “financial advisors” are glorified stock brokers who may be motivated by commissions and incentivized to sell proprietary investment products even though it may not be in the best interest of the client. At our firm, we operate within a fee-based structure and are only compensated by our clients for the assets we manage and/or the financial plans we build for them. Our loyalty is with you and only you. Our fee structure is transparent, advice objective, and commitment undivided. Our services go far beyond retirement planning or investment management; we offer a concierge level of support and simplify financial planning so you can focus on what matters most to you.