Need an Independent Investment Advisor?

At Seraphin Group, we recognize that our clients are our greatest asset. We believe that trust, communication, and hands-on financial planning are essential to every client relationship. Those are not just words. We structured our business to ensure that our investment process caters to your needs with no conflicts of interest. As such, we do our own research, we do not sell investment products, and we never take commissions from anyone else. We’re 100% independent.

Reasons to talk to Seraphin

We will regularly discuss your future needs and goals
in order to meet all of your financial objectives
We never accept commissions from others, so we only
recommend investments that are right for you
We do our own research, so we intimately know every
investment in your portfolio
We drive returns by specializing in focus portfolios
(typically 30 stocks or less)
We are value oriented, so we look at a company's
fundamentals, not charts
We offer a fixed fee option to high-net-worth individuals
seeking comprehensive financial management

Talk to an independent advisor at Seraphin today

Working With Us

The RIA Difference

Few people recognize the subtle but critically important difference between a registered investment advisor (RIA), like Seraphin Group, and a stock broker.

In fact, it can be difficult for an individual to decipher because many so-called “financial advisers” are actually registered brokers. The difference is that a RIA is legally obligated to act in your best interest, while a stock broker has no such obligation. Because of this difference a stock broker can earn third-party commissions by excessively trading in your account and by selling you products like mutual funds, annuities, and other financial instruments. Clearly, this commission based structure presents a conflict of interest. How can you tell if your broker’s advice is right for you or if they are making recommendations in order to earn a commission? With Seraphin Group there is no need to worry. Our sole form of compensation comes directly from our clients, never from third-party commissions.

We believe that trust is the most important element to achieving long-term success in any advisory relationship. Seraphin was structured to eliminate conflicts of interest and provide the honest advice and portfolio management that every investor deserves. In fact, we align our interests with yours by charging a flat rate annual fee of 1 to 1.5% of assets under management. In other words, our compensation is tied to our performance for you.

You Are Our Priority

We, at Seraphin Group, believe that every client is unique.

That is why we cater your financial plan to your specific life goals and needs. Whether you are planning to buy your first home, saving for a child’s college education, or planning your retirement, Seraphin will be there to advise you each step of the way. We strive to be more than just your financial adviser. We want to be your business partner.

Services Tailored To You

Our Financial Planning & Advising and Estate Planning services are tailored to your unique needs.

We use our extensive experience to help you plan for a secure and prosperous future, and can assist you with Investment Management, Retirement Planing, College Savings and Advising for Defined Contribution Plans – 401(k), 403(b).

Getting Started

Working with Seraphin is easy.

All client relationships begin with a free no-obligation financial consultation where we will discuss your long-term financial goals and demonstrate how Seraphin Group can design a multi-stage investment plan that is right for you.

Call (855)5-SERAPH or email us to schedule your free consultation today, because it is never too early to start planning your future! We look forward to meeting you!