Why Choose NCM?
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We are fee-only, independent and completely unbiased in our financial advice; there are no conflicts of interest.
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We offer personalized advisory services in developing a financial plan that meets each client’s situation; we are NOT a “one-size-fits-all” advisor.
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We build long term trusting relationships with our clients: This client-advisor relationship is crucial for long term success- especially during the inevitable downturns in the markets.
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We are fiduciaries - we are held to a higher standard than most advisors. This is an extremely important differentiator between us and most advisors.
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We have vast experience in portfolio construction, including retirement, education and estate planning, as well as various tax strategies.
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As an independent firm, we recognize that the safety of our client assets is paramount. We regard choosing the right custodian as one of our top responsibilities as a fiduciary to our clients. As such, we are proud that all NCM client investments are held with Fidelity Institutional Wealth Services*, one of the top clearing firms in the U.S.
*All client accounts can be monitored and reviewed any time via online access, while account holders will also receive account statements directly from Fidelity on a monthly basis.