Our History

Reliance Financial Advisors was founded in 1995 because we felt that many investors were being underserved by the typical Wall Street investment firm model—the one where they sell you their own products to meet their sales goals, not your financial goals.

We think we've greatly improved upon the model.

We offer you an environment where you can feel confident:

  • That your money is working toward your goals effectively
  • That your wishes and opinions are respected
  • That your needs are taken into account
  • That your investments are recommended because they are best for you, not for some corporation
  • That you have access to independent research and information to help you make informed decisions

Financial services companies have the option to partner with a broker/dealer. We've chosen Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. This partnership ensures that you receive access to a wide variety of investment choices to complement your financial goals. It also helps us serve you in a seamless and efficient manner—by providing back office, investment, and technology support.