Broker Check

Our founding principles are routed in keeping you educated, maintaining transparency, and establishing a system for constant communication.

First, we earn no commissions based on the management of your investments.  As fiduciaries, our approach to managing your portfolio is focused on unbiased investment recommendations, not selling products that earn commissions. Providing impartial recommendations is what allows us to manage your investment portfolio with your best interest at heart.   

To achieve our promise of transparency we commit to a strict practice of:

  • Maintaining industry and regulatory fiduciary standards.
  • Full access to our professionals with no limitation.  
  • Quarterly or Semi-Annual Meetings - In person or over the phone.
  • Financial planning services that serve as a road map toward your future. 
  • Regular educational events hosted by Pharos Wealth Management.
  • Clarity in our explanation of complex financial products.  We'll sit and talk for as long as it takes to ensure clarity and comfort.
  • Weekly news letters.
  • Timely responses to questions and a proactive work ethic that makes us constantly available.  
  • Understandable investment statements - monthly and quarterly.
  • Regularly updated website content that is educational and helpful in nature.

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