Built on Evidence. Centered on You.
At Factor Wealth Management, we believe that fees matter. Our approach is grounded in academic rigor, guided by experience, and personalized to your life. We don’t chase markets or rely on speculation. Instead, we apply time-tested investment principles, rooted in decades of research and Nobel Prize-winning financial science.
But investing is just one piece of the puzzle. We integrate all the critical elements of your financial life—taxes, estate planning, charitable giving, retirement goals—into one coordinated plan. Our role is to simplify complexity, bring clarity to decision-making, and act as a true partner in your financial journey.
Questions to Ask Yourself Before Choosing a Wealth Management Partner
Choosing a financial advisor is a meaningful decision. Before you engage, take time to reflect on these key questions to help ensure the right fit.
1
What Does Financial Success Look Like to Me?
Is it freedom to retire early? Building generational wealth? Supporting charitable causes or simplifying complex financial decisions?
Define what you want your money to do for you—beyond just growing it.
2
What Kind of Relationship Am I Looking For?
Are you seeking a long-term advisor who acts as a strategic partner across investments, taxes, and estate planning? Or are you simply looking for help with a specific transaction or decision?
Clarifying your expectations for the relationship helps ensure better alignment and better outcomes.
3
What Do I Value in Financial Advice?
Do you prefer data-driven strategies or a more active, market-timing approach? Are you comfortable with commissions or do you want a fee-only, fiduciary model?
Being clear about your values—like transparency, independence, or personalization—will help you choose a firm that reflects them.