Jeremy White CPA Family Wealth Advisor

BEYOND THE BLAH, BLAH, BLAH Take any sampling of financial advisory websites or brochures and you’ll see the same adjectives and nouns: quality service, financial solutions, your financial goals. Here is an actual mission statement from another advisor’s site: “We provide outstanding service to our clients because of our dedication to the three underlying principles: professionalism, responsiveness, and quality.” You should expect professionalism and quality as a minimum, whether it’s from a financial advisor, dentist, or mechanic.