Mentor Capital’s Five Core Values

Our dedication to providing comprehensive, Fee-Only financial planning is evidenced through our advisor’s membership in NAPFA, the National Association of Personal Financial Advisors. NAPFA is the Fee-Only industry organization that promotes the public interest by advancing the following core values:

Competency: Requiring the highest standards of proficiency in the industry.
Comprehensive: Practicing a holistic approach to financial planning.
Compensation: Using a model that facilitates objective advice.
Client-centered: Committing to a fiduciary relationship that ensures the client’s interest is always first.
Full Disclosure: Providing an explanation of fees and potential conflicts of interest.

We take the time necessary to learn about your objectives, needs and risk tolerance to guide you in your efforts to make the right financial choices. Our comprehensive approach to planning ensures that we will consider every available strategy to help you achieve your personal financial goals and objectives.

Our goal is to develop enduring relationships based on trust and to work with clients over time to help them gain control of the decision-making process when it comes to their finances.