The vision for NCM was developed over Nick’s extensive career in the financial services industry. During this time, Nick came to realize that he wanted to serve his clients in a different way. Nick wanted to create a business model that encompassed his core beliefs:
To build long-term relationships by offering superior, cost-effective and unbiased financial planning and investment advice, while providing outstanding personal attention and service at all times.
Our core elements to financial planning success:
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Trust
We are a fiduciary to every client, placing client interests above all else.
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Independence
Only an independent company can be truly “product neutral” and unbiased.
![](https://static.twentyoverten.com/5b4f3a0db08c2d325c847a5d/rkX-cBBum/noun_different_362805.png)
Client uniqueness
As a boutique firm, we are able to personalize financial plans and customize advice for each client’s own unique situation.
![](https://static.twentyoverten.com/5b4f3a0db08c2d325c847a5d/rkh99BB_X/noun_fees_935844.png)
Fee-only
NCM clients are charged by the amount of assets, NOT by commissions for every transaction. Our interests are completely aligned with those of our clients.