Bucher Wealth Advisors is dedicated to providing unbiased, straightforward advice specifically designed to help our clients achieve their financial goals. We help you take control of your finances, rather than letting your finances control you.
As a fiduciary, we are committed to serving the best interest of our clients, at all times. We work for you, not shareholders.
At the end of the day, you and your family are what matter most. We understand that achieving financial success isn’t about just money, it’s about protecting and providing for your family. We help you make smart financial decisions to support your family’s future.
We serve a limited number of clients with highly personalized wealth advice to help them accomplish their version of financial success. We work with families that are looking for a partner to help them with all aspects of their financial lives. We seek clients who share our commitment to long-term, goal-based planning, and we measure our success by our ability to help our clients achieve their financial objectives.
We continually strive to improve our knowledge of the industry, the markets and the financial planning topics that matter most to our clients. We take time to explain our recommendations in order to ensure you are comfortable and confident with all decisions.
We build all of our relationships on a foundation of trust. As a client, you can feel comfortable knowing that your best interests are driving our recommendations, in every situation and at all times. We hold ourselves to the highest standards of honesty and transparency in all of our relationships.
Financial advice is only as good as the learning, knowledge and expertise behind it. That is why Brett has earned multiple professional certifications, including the CERTIFIED FINANCIAL PLANNERTM designation, the Certified Investment Management Analyst® designation and the Chartered Retirement Planning Counselor designation.
We are committed to helping you achieve your family’s version of financial success, both today and long into the future.