Trusted Advisor & Personal CFO

Very simply – Our job is to serve as an advocate and advisor to you in helping you make sound financial decisions.  We have access to the entire marketplace and are able to find the best solutions for you.  There are no hidden agendas.

Much like your decision on which advisor to work with, we had a similar decision when forming Preston & Cleveland.  Our number one goal was to have a firm where objectivity, integrity, and a relentless focus on the best interests of our clients was at the center of everything we do.

To do this, it was clear that our compensation should not come from anyone other than you, and we should not have any limitations placed on the services or options we could offer.  This is why we set up our firm as an independent Registered Investment Advisor (RIA), are employee-owned, and are Fee-Only.

The only person who pays us is you, not an outside insurance or investment company. Click on the image to the right to read our Fiduciary Oath.

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