Broker Check

Frequently Asked Questions

  • As your financial advisor, we are here to provide you with expert guidance regarding your financial life. Your wealth affects various aspects of your life, from your family to your individual future. We understand the magnitude of such decisions and want to help you navigate through the most complex of scenarios. Whether you need a plan from scratch or simply a second opinion, seeking the help of a financial advisor can affirm your moves and increase your confidence when it comes to making both small and monumental decisions.

  • Yourself! We want to get to know you. We’d also recommend bringing any financial statements or information that might be relevant to your situation.

  • Our clients are located across the country. If you are not local to Cincinnati, we’re happy to work together over the phone. When possible, we prefer to meet in person or video conference from time to time.

  • Yes, we often serve in a fiduciary capacity when it is appropriate for the client and our relationship and services offered. When you work with the Stuard & Thornberry Group, you can be certain that all of our advice is impartial, and your interests always come first because we believe in this approach for all clients. Feel free to contact us to learn more about what this can mean for you.

  • CFP® stands for CERTIFIED FINANCIAL PLANNER™. Individuals who are CFP® professionals have passed the CFP® Board’s exams and continually reinvigorate their skills with ongoing education. A CFP® is specialized in financial planning, taxes, insurance, estate planning and retirement planning.

  • CPWA® stands for Certified Private Wealth Advisor®. This is an advanced certification for CFP® professionals to serve clients with a high net worth. Because this group of individuals faces a unique set of challenges, a CPWA® has specified knowledge to address issues and develop strategies relating to this particular level of wealth and assets.

  • Choosing a financial planner is a personal and important decision. Some common questions might include: Are you a fiduciary? How do you communicate with your clients? What is your financial planning and investment philosophy? What will our relationship look like? Above all, it’s essential to find out if a potential financial planner will be able to address the intersection between your unique financial concerns and your life goals. If you have strong values in certain areas, you may also want to find out if the financial planner resonates with your outlook.