The Sum is our answer to years in the financial services industry that haven’t felt quite right.
This industry can be complicated and isn’t always aimed at the clients’ best interests. In some cases, misaligned compensation structures drive advisor behavior, and the motives of companies and financial planners don’t always align with those of their clients.
As financial planners, we have a duty to serve those who put their wealth and their family’s security in our hands. At The Sum, we have a perspective that our work is more than a duty, it is a privilege. We’ve taken on the challenge of providing a better place for advice; a better place for you.