ABOUT
Why We’re called boring
Why boring? Because it works. With years of investment advice experience we’ve found that simple, strategic and disciplined financial planning produces the best results. Many times investors feel they need the hottest stock or the best IPO or the highest performing ETF with the best standard deviation and bunch of sophisticated terms. Then find out they are focused more on everyday market fluctuation rather than focusing on enjoying life. At The Boring Financial Co. we understand that the enjoyment of life is far more important than talking about your cool stock portfolio at the bar or holiday party. Structured, disciplined financial planning works. Which is why we focus on the boring parts so that you can focus on the exciting parts of life while achieving your financial goals.
Connection
In an era of technology we believe that your financial advisor is a person you should be able to talk to as you wish and not be limited to robots and click buttons.
We believe that financial technology (fin-tech) is a crucial part of the investment process but we understand that people, care, compassion and personality are also important to overall financial success. So although we use financial artificial intelligence, robo-advisor technology we have people. People that are very much a part of your financial planning relationship.
Call us and let’s have a conversation.
Results
Results is the name of the game when considering to work with a wealth management financial advisor. We believe that the tried and true triumphs the sexy, bold and new. It has been proven time and time again a the a few consistent disciplines done daily produces extraordinary results. Our team at The Boring Financial Co. is dedicated to your financial success by understanding what matters to you most when it comes to your financial portfolio. There is no one-size-fits-all approach, or “everyone should have” philosophy in our services. By listening intently to your desired results we personalize financial plans to fit your needs.
Request an Appointment
In a short conversation, of 10 minutes or less, we can get to understand your ideas, goals and needs to match you with the best financial advisor suited for your style and desires to help you plan to develope your goals faster.