Reilly Financial Advisors employs a team approach, but what exactly does that mean? It means that as a group of professionals we collectively work collaboratively with you to become your trusted financial partner. In order to do so, we focus on an approach that includes an Investment Committee comprised of CFP® professionals, a Chief Economist, and our founders, who collectively represent over 150 years of investment experience.
Additionally, with Reilly Financial Advisors as your wealth manager, you have one point of contact who knows you and your financial situation in detail, and professionals who are focused on the day-to-day management of your account.
This team includes:
-Our Financial Planners, who evaluate your financial situation and then develop a strategic plan to achieve your goals.
– RFA’s Research and Investment Committee, who identifies and analyzes potential stocks that demonstrate value and then builds a portfolio to implement your plan.
– Our Trading and Operations staff, who works behind the scenes to manage individual transactions for your portfolio and handles all your account logistics.
– Our Client Services staff that acts as the bridge between other departments, and is always by the phones to answer questions and obtain information for you in case your advisor is not available
– RFA’s Strategic Relationships with Certified Public Accountants (CPA) and Attorneys to complement our services and ensure that all the financial guidance you need is under one roof.
Our entire team is dedicated to providing all the resources we can to help you achieve financial success. As always, please contact your Senior Wealth Advisor to learn more about this approach.
The Team at Reilly Financial Advisors