Our Philosophy

At Reliance Financial Advisors, we believe in the power of individual choice. After all, it was that same power that founded our firm!

When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that choice. The big-name firms offer quality investment products, but the products their financial professionals can offer you are often chosen by a big corporation. The choice is made by people who don't know you. And the firms often impose sales quotas on the financial professionals who help you. In other words, your investment choices are limited, and there may be hidden agendas. We don't think that's the right way to do business.

Reliance Financial Advisors exists for one purpose—to provide the highest quality financial advice to our clients. We believe in the personal approach to client service. We acquaint ourselves fully with your unique situation, help you explore and evaluate your options, and do our best to provide the professional guidance you need to pursue your goals. We look forward to the opportunity to put our expertise to work for you! 

At Reliance Financial Advisors, our goal is to provide our clients with excellent service and expert advice based on our assessment of their financial needs. The cornerstone of Reliance Financial Advisors is our commitment to helping individuals, families, and businesses achieve their goals within a comprehensive framework of financial planning. As specialists in comprehensive financial planning, we are dedicated to fostering long-term relationships with our clients. To this end, we maintain close ties to our clientele—meeting regularly, monitoring the progress of their plans, and making improvements and modifications whenever necessary.

We empower our clients to feel confident about their decisions. You don't have to know the difference between a REIT and a UIT, for example, when you come to see us. We're happy to explain it to you if you're curious. If you're not, that's okay, too. Some clients want to take a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.