Balliett Financial Services

At Chairvolotti Financial, we are dedicated to providing superior service that helps our clients make sound financial decisions and retire with dignity. We accomplish this through our objective, research-driven approach that always prioritizes our clients' best interests. Our personalized, courteous service is designed to strengthen our relationships with our clients while keeping them focused on their goals.

Our commitment to excellence extends beyond our clients to a higher standard of care. As a fiduciary, we have a legal and ethical obligation to act solely in our clients' best interests. We execute our duties prudently, with care, skill, and thoroughness, and are dedicated to preserving good faith and trust. This commitment forms the foundation of our approach and drives our desire to positively impact our clients' financial lives before and after retirement.

Our Process

We believe that a prudent process is essential for sound management decision-making and investment selection. At Chairvolotti Financial, we employ a disciplined process that focuses on the four distinct Fiduciary Functions that encompass your retirement plan. We thoroughly explain our fiduciary process and provide the necessary documentation to detail the responsibilities of the plan sponsor in a clear and concise manner.

Commitment to Service

Providing exceptional service is at the heart of our business. Our commitment to service starts with a sincere desire to help our clients make good financial decisions so they can retire with dignity. Our personalized service helps deepen our relationships with our clients and keeps them focused on their needs and goals. As a full-service firm, we specialize in managing retirement accounts, both individual and corporate, but also offer a wide range of services, including holistic financial planning, college planning, individual wealth management, and insurance offerings.

CEFEX Certification

We are proud to be CEFEX Certified, which demonstrates our commitment to the highest standards of fiduciary excellence. The Center for Fiduciary Excellence (CEFEX) is an independent global assessment and certification organization dedicated to helping investment advisers and managers apply the highest standards of fiduciary excellence in the investment process, governance, risk management, and operational processes.

Meet Our Team

Our team is made up of dedicated professionals who are committed to providing world-class service to our clients. Our CEO, Edward Chairvolotti, MBA, AIF, CEFEX, leads our team with a focus on delivering the best possible outcomes for our clients. Our Director of Communications, Sue Chairvolotti, and Director of Operations, Mandy Biechele, help ensure our business runs smoothly and efficiently.

Partnership with LPL Financial

We are proud to partner with LPL Financial, one of the nation's leading financial services companies. LPL Financial is a publicly traded company under ticker symbol LPLA, and its mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL Financial does not offer proprietary investment products or engage in investment banking activities, which means our advisors are not pressured or influenced to sell its products.

In conclusion, Chairvolotti Financial is a dedicated and experienced team of professionals committed to providing our clients with superior financial services. We take pride in our ability to help clients make good financial decisions, retire with dignity, and create better-designed plans that foster positive participant outcomes. If you're looking for a trusted partner to help you manage your financial future, look no further than Chairvolotti Financial.