About Traditions Wealth Advisors
What makes Traditions Wealth Advisors unique? We are compensated exclusively by fees paid by our clients (fee-only service), thereby allowing us to work in our clients’ best interests and solely for them. We act in a fiduciary capacity when advising our clients.
Fiduciary Relationship with Clients
We have a fiduciary relationship with our clients, free of any conflicts of interest. A Fiduciary must always act in the best interest of the client. While broker-dealers may do what they think is right, it might not be the best option for the client. We are not a suitability firm and always work in the client’s best interest.
Partner with the Client, not a Broker-Dealer
Traditions Wealth Advisors collaborates with a custodian such as Fidelity Investments or Charles Schwab, not a broker-dealer. Employees of broker-dealers work directly for their employers, who control every aspect of pricing, and investment offerings. Conversely, independent advisors like us partner with the client as fiduciaries to decide what is in their best interest. We are an independent and unbiased consulting firm. We do not represent a brokerage firm or work for an insurance/annuity company. We are analysts rather than salespeople. Click to learn more about who's on our team.
Work as a Team
We emphasize teamwork between the client and advisor. Once again, we are not focused on selling a product or service, but concentrate solely on investment decisions optimal for you. Traditions Wealth Advisors, all clients are firm clients and are counseled in the same manner, receive the same innovative level of advice and hands-on, courteous service.
Flexible Billing
As an independent financial planning firm, TWA has the opportunity to offer a variety of flexible billing options.
Customized Solutions
Traditions Wealth Advisors has a select number of clients, which allows us to give more attention to our clients and to service them better. We further differ from our competitors in that we create customized solutions for our clients. We do not partner with a broker dealer; This presents our clients with access to the widest array of investment products and services and gives us the ability to change as needed in response to client needs.
A Tradition of Social Responsibility
Brien Smith, CFP, is the owner and founding partner of Traditions Wealth Advisors. With over 30 years of experience in financial services and 25 years practicing financial planning, it is important to Brien that Traditions Wealth Advisors is conscious of the needs of the Bryan/College Station community. Brien has been in the Bryan/College Station area since 1991 and in the business since 1988. Brien was born and raised in Texas, and is not interested in ever leaving. Traditions Wealth Advisors values social responsibility and we aim to support the community and charitable activities. As an Aggie owned and operated company, we serve our clients and the community with strong values and loyalty.
Client-Centered Service
We work only with a select number of clients, foster a close relationship, and work to protect and grow their assets over the long-term. Our objective is to get to know you, your family and your situation. Traditions Wealth Advisors was established for the purpose of providing freedom and flexibility to adapt to the changing needs of our clients. We further demonstrate that the client’s interests are paramount by:
Fiduciary Relationship with Clients
We have a fiduciary relationship with our clients, free of any conflicts of interest. A Fiduciary must always act in the best interest of the client. While broker-dealers may do what they think is right, it might not be the best option for the client. We are not a suitability firm and always work in the client’s best interest.
Partner with the Client, not a Broker-Dealer
Traditions Wealth Advisors collaborates with a custodian such as Fidelity Investments or Charles Schwab, not a broker-dealer. Employees of broker-dealers work directly for their employers, who control every aspect of pricing, and investment offerings. Conversely, independent advisors like us partner with the client as fiduciaries to decide what is in their best interest. We are an independent and unbiased consulting firm. We do not represent a brokerage firm or work for an insurance/annuity company. We are analysts rather than salespeople. Click to learn more about who's on our team.
Work as a Team
We emphasize teamwork between the client and advisor. Once again, we are not focused on selling a product or service, but concentrate solely on investment decisions optimal for you. Traditions Wealth Advisors, all clients are firm clients and are counseled in the same manner, receive the same innovative level of advice and hands-on, courteous service.
Flexible Billing
As an independent financial planning firm, TWA has the opportunity to offer a variety of flexible billing options.
Customized Solutions
Traditions Wealth Advisors has a select number of clients, which allows us to give more attention to our clients and to service them better. We further differ from our competitors in that we create customized solutions for our clients. We do not partner with a broker dealer; This presents our clients with access to the widest array of investment products and services and gives us the ability to change as needed in response to client needs.
A Tradition of Social Responsibility
Brien Smith, CFP, is the owner and founding partner of Traditions Wealth Advisors. With over 30 years of experience in financial services and 25 years practicing financial planning, it is important to Brien that Traditions Wealth Advisors is conscious of the needs of the Bryan/College Station community. Brien has been in the Bryan/College Station area since 1991 and in the business since 1988. Brien was born and raised in Texas, and is not interested in ever leaving. Traditions Wealth Advisors values social responsibility and we aim to support the community and charitable activities. As an Aggie owned and operated company, we serve our clients and the community with strong values and loyalty.
Client-Centered Service
We work only with a select number of clients, foster a close relationship, and work to protect and grow their assets over the long-term. Our objective is to get to know you, your family and your situation. Traditions Wealth Advisors was established for the purpose of providing freedom and flexibility to adapt to the changing needs of our clients. We further demonstrate that the client’s interests are paramount by:
- Taking care to structure our time in order to be available for all clients.
- Offering a flexible system of charging.
- Focusing educational workshops and speaking engagements on topics that directly relate to our clients.
- Hosting fireside chats to help clients become more financially knowledgeable.
