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 employ a holistic planning approach to investment management. We work with you to understand all aspects of your financial life to help you achieve your goals.
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.