Values & Philosophy

Perennial Advisors Group was founded with a desire to build lasting relationships with clients and to truly make a difference in their lives. We strive to provide a personal experience with financial planning advice that is tailored to each individual, couple, or family’s specific situation and life goals.

What is fee-only? Fee-only means our only form of compensation are the fees paid directly to us from clients. We do not sell products, earn commissions, or accept referral fees of any kind. Being fee-only advisors reduces potential conflicts of interest, and allows us to provide objective advice. 

What is a fiduciary? As registered investment advisors, we are legally required to act in your best interest. Unlike broker-dealers and some bank representatives who are compensated by selling products, and are not fiduciaries, we always put your interests first when making investment recommendations.