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Welcome!
Pembroke Advisors provides objective, fee-only financial planning and investment advisory services to a select group of clients. Our areas of expertise include college funding, estate planning, insurance, investments, retirement planning and tax minimization.
We develop comprehensive planning solutions with the help of technical analysis and sophisticated software, but recognize that financial planning is an art as well as a science. We pride ourselves on our experience, service commitment and sensitivity to client needs and wishes. We believe that each client is a unique individual with unique goals, financial concerns and investment criteria.
We believe in long-term relationships built on trust. Situations and goals change over time, and we work proactively to make sure these life changes are addressed and reflected in a client’s planning. As fee-only advisors, our sole compensation is the fees clients pay us directly. We do not accept product commissions, our only consideration is achieving the goals of each client with a minimum of risk.
If you:
- believe that long-term planning is the best way to achieve long-term goals
- could benefit from objective, expert advice
- lack the time or expertise to monitor your investments with the constant attention they deserve
please contact us.
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