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of an entire team of advisors

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About Us

Master's Story

 

Master's Advisors, Inc. started as a conversation among four financial advisors.  That conversation grew into a series of meetings and strategic planning sessions.  From the beginning, the founders of Master's wanted an independent environment where the needs of the client came first, free from the encumbrance of a larger parent company.

 

Master's began its client-centered financial advisory practice in 1994.  Through the years we have refined our vision and built a team focused on delivering purposeful, experienced advice and excellent personal service.

 

When you come to Master's, you benefit from the advice of an entire team of advisors; you are not limited to the ideas of one advisor. During our case reviews each member of the team contributes from his unique areas of expertise to the development of your financial plan.

 

Our business is primarily relational, not transactional.  While many in our industry focus on transacting business, we seek to build lasting relationships with people who want to manage their wealth for a life of purpose.