Fulbright Financial Consulting, PA is a fee only financial consulting and advisory firm. Fee-Only refers to the method of compensation for the financial advisor. "Fee-only" advisors are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. The client's best interests must be placed before the advisors.

We provide comprehensive and segment financial advice on an independent and objective basis. Comprehensive financial advice includes investment portfolio, cash flow management, income tax management, estate planning, retirement planning, risk management, educational funding, business planning, employee benefit planning and other client benefits.

HOW ARE WE DIFFERENT FROM OTHER FINANCIAL ADVISORS?

Holistic Approach:
We integrate all the financial areas in your life, including tax planning/preparation, estate planning, will execution, insurance and investment advice and implementation into one overall comprehensive plan.

Fee-Only Commitment:
"We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase/sale of products."

Open Retainer Program:
Because we consider financial planning a process rather than a one time review, our annual fee allows you to call us or come see us at any time during the year, in addition to your scheduled appointments, at no extra cost.

Credentialed Professionals:
As licensed professionals, all Advisors are Certified Public Accountants or the equivalent, usually with additional credentials, and serve you on a fiduciary basis. In addition, each advisor receives rigorous academic training and has years of seasoned experience.

Learn more about Fulbright Financial Consulting, PA on the Financial Advice Network.