RENAISSANCE ADVISORY GROUP WAS FOUNDED IN 2004 WITH THE GUIDING PRINCIPLE OF PROVIDING OBJECTIVE COMPREHENSIVE FINANCIAL PLANNING ON A FEE-ONLY BASIS. THIS PRINCIPLE IS DEEPLY ROOTED IN THE VALUES OF THE FIRM'S OWNER, AND FOUNDER MARC TURNER, WHO HAS OVER 30 YEARS OF EXPERIENCE IN THE FINANCIAL INDUSTRY. AS A MINORITY-OWNED FIRM, WE VALUE THE DIVERSITY OF OUR CLIENTS AND THEIR UNIQUE NEEDS.
OUR COMMITMENT AND DEDICATION TO OUR CLIENTS ARE CLEAR. AS A FEE-ONLY REGISTERED INVESTMENT ADVISORY FIRM, WE ARE BOUND BY A CODE OF ETHICS REQUIRING THE HIGHEST OBLIGATION OF FIduciary CARE, GOOD FAITH AND TRUST TO ALWAYS ACT IN OUR CLIENTS' BEST INTEREST, and ahead of our own interests.
JUST LIKE A CARING COACH, WE KNOW WHAT MANEUVERS TO MAKE IN ORDER TO STACK UP THE POINTS IN YOUR FAVOR.
WE KNOW THAT THE BEST GAME PLAN FOR SUCCESS IS BASED ON YOUR FINANCIAL NEEDS. BECAUSE WE ARE FEE BASED, OUR WINS ARE TIED TO ONE ANOTHER. IT'S A TRUE TEAM EFFORT.
OUR THREE PILLARS OF SERVICE:
- ALL CONVERSATIONS ARE CONFIDENTIAL AND THE SERVICES ARE BASED ON INDIVIDUAL NEEDS AND GOALS.
- CLIENTS' SERVICE MODEL IS UNIQUE TO EACH AND EVERY CLIENT, FREE FROM BLANKET RECOMMENDATIONS.
- WE ASSESS OUR CLIENTS' NEEDS AND PARTNER WITH THEM TO FIND INVESTMENTS THAT FIT THEIR LIFESTYLE.
- FEES ARE BASED ON A PERCENTAGE OF ASSETS BEING MANAGED.
- WE ARE NOT PAID FOR ANY INVESTMENTS RECOMMENDED.
- ALL STATEMENTS AND TRANSACTION CONFIRMATIONS ARE MAILED DIRECTLY TO THE CLIENT FROM THE CUSTODIAN.
- ACCOUNT ACCESS THROUGH OUR WEBSITE AND DIRECT COMMUNICATION TO THE CUSTODIAN AT ALL TIMES.
- UNLIKE BROKERS AND FINANCIAL REPRESENTATIVES WHO ARE ONLY HELD TO A SUITABILITY STANDARD, WE ARE REGISTERED WITH THE STATE OF PENNSYLVANIA AND ADHERE TO A STRICTER FIDUCIARY STANDARD.
PEACE OF MIND
- AN ADVISOR TO PARTNER WITH YOU TO EXECUTE YOUR PLAN, IN THE EVENT YOU ARE UNABLE.
- ALL ACCOUNTS ARE HELD IN YOUR NAME.
- CONFIDENCE IN KNOWING YOUR PLAN IS BEING EXECUTED AND MONITORED ACCORDINGLY.
- WHEN APPROPRIATE, WE RECOMMEND CHARLES SCHWAB INSTITUTIONAL AS THE CUSTODIAN FOR OUR CLIENT ACCOUNTS. CHARLES SCHWAB'S ACCOUNTS ARE INSURED UP TO $100 MILLION PER ACCOUNT. THERE IS NO FEE TO OPEN OR CLOSE AN ACCOUNT. LEARN MORE
