The benefits of listening.Finding the best way forward doesn’t start with you learning about investments. It starts with us learning about you. Rest assured, we won’t be talking about mutual funds and securities until we reach a mutual understanding about your current and future priorities. Once we do, we’ll plan, invest, and advise on an ongoing basis.
A dialogue in plain English.We could tell you we’re different from the rest because we’re fully independent, fee-only fiduciaries. Instead, we’ll let you know exactly what that means to you.
Fully independentWe’re not tied to any specific group of investment products or services. We work for you – and only for you.
FiduciariesThe fiduciary standard legally requires us to keep the best interests of our clients in mind at all times, and always act accordingly. Bank representatives and broker-dealers may not be held to this standard.
MARK WYAND, CFA
Founder, AdvisorMark founded Layline Advisors after spending the better part of a decade on the institutional side of the financial services industry. Along the way he saw firsthand how the interests of clients can sometimes come in second, so he set out to build something better. The Layline vision is to provide a higher level of investment management through a client-centered, fully independent model with a strong focus on planning.
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