Think global, act local: making your financial journey easier
Our Approach to Wealth Management
At GHP Investment Advisors (GHPIA), we believe that effective wealth management is not just about investments, but about understanding the whole picture of our clients' financial lives. We take a comprehensive approach to wealth management, considering all aspects of our clients' financial situations, including taxes, estate plans, insurance policies, businesses, and other important financial issues. As a fiduciary, we are legally obligated to act in our clients' best interests, and we do not receive commissions for selling financial products or investments.
Financial Planning
Our financial planning process is designed to help our clients achieve their financial goals, whether that's saving for retirement, education, or a specific financial milestone. We work closely with our clients to understand their values, risk tolerance, and financial goals, and develop a personalized financial plan that aligns with their aspirations. Our planners are experienced in a wide range of financial planning services, including retirement planning, income tax planning, education funding, insurance planning, and estate planning.
Portfolio Management
At GHPIA, we take a disciplined, long-term approach to investing, using our proprietary GHPIA Valuation Benchmark to quantify potential risks and identify opportunities. Our investment process is based on thorough research and analysis, and we continually monitor and adjust our clients' portfolios to ensure alignment with their financial goals.
Financial Concierge Services
We understand that our clients have unique financial needs and goals, which is why we offer a range of financial concierge services. From tax preparation to insurance planning, our expert advisors are dedicated to providing personalized support and guidance to help our clients achieve their financial objectives.
Finding the Right Fit
At GHPIA, we believe that finding the right fit is crucial to successful wealth management. That's why we take the time to get to know our clients, understanding their values, risk tolerance, and financial goals. We believe that when our clients feel understood and supported, they are more likely to achieve their financial goals.
Our Fee Structure
At GHPIA, we operate on a fee-only basis, which means that our clients know exactly how much they're paying for our services. We believe in transparency and honesty, and we're committed to providing our clients with the best possible value for their money.
Our Philosophy
At GHPIA, we believe that short-term thinking is a recipe for financial disaster. We take a long-term approach to investing, focusing on what's important for our clients' financial well-being. We believe in the importance of education and transparency, and we're committed to providing our clients with the tools and resources they need to achieve their financial goals.
Evaluation
Disappointing Experience
The reviews reveal a stark contrast in opinions, ranging from a severely disappointed customer to two satisfied clients. The tone of the reviews varies greatly, reflecting the disparities in the services received.
Unsatisfactory Service
Caroline D.'s review is a stark example of a poor service. She expressed her frustration with the lack of response from the company, citing difficulties in getting in touch with representatives and leaving messages that were ignored. Her experience is a cautionary tale about the importance of reliable communication in business.
Exceptional Service
In stark contrast, Jerry Wolfson and Daniel had positive experiences with the company. Jerry praised the professionalism and prompt responses from the team, stating that his questions were always answered accurately and quickly. Daniel expressed gratitude towards the "fantastic upstanding people" he worked with.
Conclusion
The review highlights the importance of delivering exceptional service, particularly in industries where trust and reliability are paramount.
