Addison Advisors is a fee-only registered investment advisor. Because we are never paid by any third-party for the investment products we recommend, we avoid the conflicts of interest inherent in the business models of most other financial advisors.
Addison Advisors has a fiduciary responsibility to act with undivided loyalty to the client. Broker-affiliated advisors are not held to the same standard. We perform our own objective investment analysis based on a proprietary set of fundamental investment criteria.
We provide outstanding client service. We aim to bring to all investors the kind of responsiveness and insight previously available only to the ultra-wealthy.