Our Firm

Clients of TIA enjoy the best of both worlds: 1) a nimble, responsive small firm headed by a seasoned professional providing personalized advice, and 2) brokerage account maintenance, clearing, and custody from a large respected financial services firm, Fidelity Investments.  TIA specializes in financial planning and portfolio management but has strong ties to other professionals (CPAs, Estate Attorneys, Insurance Experts, etc) who help in developing truly robust and comprehensive financial plans. 

As a fee based Registered Investment Advisor, TIA has a fiduciary responsibility to clients.  Unlike many in the financial services industry, we are legally required to provide advice that best suits our clients’ needs.  We collect no commission on any product you buy or that we recommend.  Our pay is aligned with the client’s interests.  If the client does well so do we.

Here are some benefits we are proud to provide to every client:

1. Personalized and timely service
2. Customized asset allocations and portfolio design
3. Competitive costs and fees
4. Significant discounts on mutual fund fees/ institutional pricing
5. Active risk reduction strategies
6. State of the art fundamental and technical analysis tools
7. Tailored solutions for taxable and tax deferred accounts
8. Strategic alliances with CPAs, estate attorneys, and insurance professionals
9. Very frequent monitoring of portfolios
10. Quarterly updates and performance reporting
11. Financial and investment education