Our purpose is our clients’ financial peace of mind. We go about this through the following:
The first part of communication is to listen; we listen to our clients’ needs and goals. The next aspect of our communication is to be proactively and continually updating our clients on changes in the industry as they occur, and how they will affect their individual plan. We then make ourselves available for questions and adjustments to their individual goals and planning needs.
We have over 60 years’ experience between the partners on our advisory team, which is a strong foundation to the firm’s wealth of knowledge. Barry has been through a number of recessions and knows how to adequately prepare his clients to get through them. The diverse age range of the advisory team provides the client with the right balance of innovation and experience.
Once you hear advice or a recommendation from us, it has been thoroughly researched, with numerous alternatives considered. By developing well-rounded, personalized financial plans, we bring our clients closer to reaching their goals. However, the first step to building each of these plans is to listen to our clients and gain an understanding of what they need before offering any advice.
LDS Wealth Advisors is an independent, objective wealth management firm providing comprehensive advice to positively impact the lives of our clients. Behind the scenes, we perform extensive, ongoing research on insurance products, money managers and alternative investment options.
At LDS Wealth advisors, our mission is to positively impact the lives of our clients by providing personalized financial advice and loyal service.
We believe financial peace of mind comes with simplicity and security. Peace of mind is also unique for every person, thus we challenge the status quo and strive for innovation in the solutions we design.
Our office has a portrait hanging prominently that reads:
"The high road to service is traveled with integrity, compassion, and understanding. People don't care how much we know until they know how much we care."
These words are something we take to heart here at LDS Wealth Advisors. We believe in tailoring our approach to each of our client's individual needs. Building customized and sophisticated plans is a complex process, one that takes experience, knowledge and expertise.