Our Philosophy

In recent years we have witnessed some of the most radical changes in the history of our world, our economy, and the way we do business. At times that change has been euphoric, at times tumultuous. Investors have seen their portfolios fluctuate widely.

While business technologies and techniques will continue to evolve, we believe successful business is still all about relationships, creative thinking, service, and strategic planning. The “new economy” has not changed our approach in helping our clients work toward their long term goals.

In our approach, superior service has never been out-of-date. Even in today’s technology-driven marketplace, people don’t want to be treated like commodities or just a number. We want to be a partner with our clients with their goals as our shared focus.

In addition to our commitment to long term relationships with our clients and superior service, we believe long term financial progress for our clients requires creative thinking and strategic, values-based planning. Our team of professionals with over 150 years of combined experience in the financial services industry will help find creative strategies to your planning concerns. As an independent financial planning and investment advisory firm, we can be objective in our financial product recommendations and strategic planning.

Finally, we are committed to helping our clients through our belief in sound investment principles:

Building a sound financial foundation of cash reserves, proper and adequate insurance, and a completed estate plan. This foundation is the base for future investing.
The use of asset allocation strategies that emphasize diversification* of investments.
Investing with a long term perspective.
Making sure our client’s investment portfolios are designed consistent with their values, goals, and risk tolerance.

So if strategies and technologies are changing quickly, what is it that defines a company? We believe it is their values that define them, as it is your values that define you. We would like to share our values with you as we learn about your values. This process is at the heart of all relationships.

Changes bring choices. Choose wisely. There is a difference.

*Diversification does not guarantee against market loss.

Information relating to securities is intended for use by individuals residing in AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, ND, NE, NM, NV, NY, OH, OR, SC, SD, TX, VA, WI, WY. Information relating to advisory services may be offered through this website to residents of MN and FL only. New Era Financial Advisors, Inc. is a Registered Investment Advisor.