Serving those that serve others is an honor and a privilege for StraightLine.
StraightLine is pleased to work with individuals and families who are seeking the services of an independent financial advisor for professional investment management and financial planning services.
Additionally, StraightLine works directly with employers to support the general education, communication, and advice needs of employees participating in their 401(k), 403(b), or 457 retirement plans.
It doesn't matter how you come to StraightLine, on your own or through your employer, you'll get the same high quality professional investment management and financial planning services, not just for your employer-sponsored retirement plans, but for all aspects of your financial life.
Over the years, we have developed a specialty serving those who serve others in the higher education and not-for-profit market. We have served this market for over 15 years and know the unique needs of these individuals, as well as the nuances of their retirement plans. In particular, those offered through TIAA and Fidelity.
Whether you are an individual or an employer, StraightLine stands ready to support you as you seek to achieve your goals and objectives. Please click one of the boxes below to learn more about how StraightLine helps individuals and employers through our Three Pillar Process: Educate. Plan. Invest.
For Individuals
For Employers
Everything we do is based on the foundation of the StraightLine Three-Pillar Process.
Educate – At StraightLine we never sell. Everything starts with educating our clients. We believe an educated client makes for a successful client.
Plan – Every journey starts with a plan. Without a destination in mind, you may be surprised by where you will end up. By helping you define your goals, we can maximize your potential and move more confidently on your journey to and through retirement. We like to think of ourselves as your financial GPS.
Invest – With an educated client and a plan in place, it is time to invest and manage your financial resources, leveraging our institutional research and investment knowledge.
Becoming a Client
StraightLine, A Registered Investment Adviser, was founded on the belief that a financial advisor should always put the interest of each client ahead of their own. Our clients choose us because they know every decision we make on their behalf is based on this guiding principle.
We are legally bound to a fiduciary standard of care, so you know we have your best interest in mind.
StraightLine is a fee-based firm, which means you as the client pays us for the services we provide you. The only time we receive compensation from anyone other than you as our client is if we are assisting you with the purchase of any insurance such as a life or long-term care policy. Our position is when you need insurance, we would rather you purchase it through us than through an agent who may not be acting in a fiduciary capacity like StraightLine.
To learn more about the fiduciary standard of care, watch this video:
