The Difference the Right Financial Advisor Makes

Dimensional Fund Advisors recently conducted a survey to assess how investors measure the value of their Advisors. The survey results and a short video that illustrates the vital roles you’re Advisor and financial play to remain disciplined during times of market volatility is available using the link below.

Tune Out The Noise Video

Click to view Tuning Out The Noise

If you have any questions or would like to review your financial plan with your Confluence Wealth Management Advisor please contact us at (503)221-7595.