FAQ
Frequently Asked Questions
Who are you?
I started Candor Wealth Partners to provide wealth management advice, investment, and insurance services to my current and future clients. I feel a calling to offer an authentic and open experience for our clients who are seeking financial guidance. The word Candor conveys clear and transparent openness in communication. I’ve always tried to provide that to my clients. Wealth is not just about money, but rather the whole entirety of your life’s work. Regardless of where your wealth is, the decisions we make every day will show up in your wealth, and that’s important. Partners is simply the best way to describe our relationship. We are in this together. In this firm, we are your partner as you work through the financial decisions during life’s transitions, including wealth planning, portfolio management, estate and retirement planning.
Who are your clients?
This firm serves a diverse group of clients, at every stage of life, across the country. Investing minimums are no matter - if you want to learn, and set goals for your money, we can guide you. Candor Wealth Partners is the perfect fit for someone who needs help managing their money so they can go live their life. We’ll sweat the details.
Why should I invest with you?
I work hard to help people understand the dynamics of where they are in their wealth, where they're going, what their goals are, and how to react when things change. When clients understand the big ideas and where they’re going, they have confidence that they're part of the team, and that what we're doing is for them. You will always be the main focus at Candor. Whatever changes you may experience in your financial journey, I'll be there to guide you through, and always with candor.
Why did you choose LPL Financial as your broker/dealer?
After careful research, I have selected LPL Financial because of its depth of commitment to our clients and our business. I made this decision carefully, conducting a rigorous review spanning 18 months. My goal was to find a better home for all of us. I chose LPL because I believe my clients will be better supported by a culture that prioritizes their needs and interests above everything else. LPL’s comprehensive support, technology, and research, along with its model of transparency and dedication to independence and choice, allows me to provide you with a wide range of non-proprietary quality investments. LPL has spent decades developing a platform that includes technology and support staff. LPL Financial is the nation’s largest independent broker/dealer* overall and third-largest custodian of assets**, supporting over 19,000 independent advisors.
*Based on total revenues, Financial Planning magazine, June 1996 –2021
**Cerulli Associate, 2019 U.S RIA Marketplace Report
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
How is my personal information protected?
LPL Financial employs multiple security measures that meet or exceed federal law standards. These measures include safeguards and security measures both locally and digitally. LPL’s online environment utilizes the latest technologies, including layered security protocols, data encryption, firewalls, and antivirus/antimalware software. For more information, please visit LPL’s Privacy/Security page at https://www.lpl.com/disclosures/privacy-security.html.