Our Background & Philosophy
Our Background & Our Philosophy
The sole mission for the Reed Financial Group is to help you manage, build and preserve wealth that you have accumulated throughout your career. By using Results Oriented Intuition, we are constantly striving to provide you with the "best proven ideas" that lead to the optimum picture of wealth for you and your family!
We have been producing results for our clients since August, 1995. In 1999 we pared our focus to asset management and financial planning. Then in 2003 we narrowed that focus to the individual client, specifically the middle to upper level manager/executive or small business owner that is retired or generally within ten years of retirement.
Our Vision has always been to put your needs first.
As a Registered Investment Advisor we are specifically bound to do just this as a fiduciary, a standard we have embraced long before the industry as a whole.
Many of our clients become good friends. We often have a relationship which transcends business as usual and often becomes the primary professional relationship in our client's lives, even more so than their CPA or Attorney.
It’s an honor we hold in the highest esteem!