We are independent. Fullerton Advisors is an independent financial planning and investment management firm. We are not affiliated with any financial institution, insurance company, or other party. We work for you, and we take our fiduciary responsibility very seriously.
We are flexible. We understand that each client’s financial planning needs are unique and personal. We take the time to understand you, and we tailor our plans to your specific goals and objectives. We don’t believe that one size fits all in financial planning.
We are service oriented. Excellent advice must be accompanied by excellent service. We are dedicated to providing responsive service and effective solutions to your financial questions.
We are fiduciaries. We accept and embrace our fiduciary responsibility to our clients. Unlike many large brokerage firms where the financial consultants are agents of their employer, we work only for you. Our responsibility and loyalty are geared entirely towards your best interest.
PLAN WELL, INVEST WELL, LIVE WELL.
HELPING CLIENTS GROW AND PRESERVE THEIR WEALTH.