Our Independence

At Allied Wealth Management, we sit on the same side of the table as our clients and serve as allies in helping to plan for a secure financial future for them. Everyone can benefit from a strong ally on their side and we enjoy fulfilling this role for you and your family. More than just financial advisors, we are sources of support, guidance, and care.

We do this by acting as independent financial advisors, which means that we aren’t required to sell proprietary products and are not driven solely by commissions. Instead, we work for our clients and serve as fiduciaries, putting your needs at the forefront of all we do. In fact, Tim is an Accredited Investment Fiduciary (AIF), a designation that shows that he always works towards the best interests of his clients.

Another added benefit of being an independent advisor is that we are able to leverage cutting-edge technology that our larger counterparts might not be able to. These include providing our clients with a fully-customized dashboard where they can see real-time changes to their accounts and a detailed risk tolerance algorithm that helps us craft a tailored plan for them. All of these benefits are provided to our clients at no additional cost.