While considering leaving our Wall Street brokerage to form an independent financial planning firm, we worried about whether clients would miss the cachet of a big name. It turns out; our doubts were unfounded. We are so thankful for the reception we got from our clients who supported us in opening our business and from the people in our community who’ve entrusted us with their financial future. We’re a small firm with big resources. We’re a family who loves what we do. At Botkin Family Wealth Management, you’ll never be passed on to a junior associate; you’ll work directly with us. When you call, we answer the phone. In today’s world where service gets sacrificed for the sake of efficiency, we’re pleased to offer you our personal touch.
Expect An Exceptional Client Experience
Just as having a financial plan in place is essential in working towards long-term success as an investor, Botkin Family Wealth Management believes that having a business plan in place that prioritizes an exceptional client experience is vital to our long-term success as an independent firm. Frequent and transparent client communication is central to that plan.
As one of our valued clients, you can expect a personalized written financial plan and careful implementation of the agreed-upon recommendations, regular contact through quarterly phone calls, annual in-person review meetings and email updates, and frequent opportunities to attend educational programs. Additional contact is always available according to your needs.
Benefit From Our Independence
As an independent financial planning and investment firm, we have no obligations to investment product providers. This means that we are not subject to sales quotas or directives that could provide incentive to push particular products. We are not affiliated with a bank and therefore have the freedom to refer your lending needs to the banking organizations we believe will serve your best interests.
Being unconstrained by the priorities of a large firm allows us to focus on what matters most: working closely with you to develop and maintain customized financial planning and investment strategies designed to address your unique goals.
Our partnership with LPL Financial allows us to provide you with the best of both worlds: independence and personal service from our family wealth management firm with resources and advanced financial planning strategies from the nation’s largest independent broker/dealer.*
*As reported in Financial Planning magazine, 1996-2015, based on total revenues.
Work With CERTIFIED FINANCIAL PLANNER™ Professionals
The CFP Board sets and enforces standards that define professionalism for financial planning, and only financial advisors who have fulfilled the rigorous certification and renewal requirements of the CFP Board can display the CFP® certification trademarks, recognized as the standard of excellence for competent and ethical personal financial planning. Sara and Les are among this select group of CERTIFIED FINANCIAL PLANNER™ professionals, which represents just 20% of all financial advisors.*
For more information about the advantages of working with a CERTIFIED FINANCIAL PLANNER™ professional, visit the CFP Board.
Work With Chartered Financial Analyst® Charterholders
Earning the Chartered Financial Analyst® (CFA®) designation requires demonstrating four years of professional investment experience, committing to uphold a comprehensive code of ethics and passing three levels of rigorous exams that test an advanced curriculum of investment management and analysis skills. This achievement takes multiple years of persistent effort and hundreds of hours of study per exam level. Lester, our Chief Investment Officer, has achieved his CFA® charter.