Our Approach

We feel passionately that every client deserves a documented financial plan in writing that is updated regularly and evolves with their life.

We serve to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make smart decisions to help improve your financial situation.

Managing wealth requires expertise, discipline, and experience. For nearly two decades, we have provided high-quality, sophisticated investment management to successful individuals and families.

The process we follow in completing a total financial strategy
consists of:

  • Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  • Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  • Consistently reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Working with a CFP® Professional

Chad Bester is a CFP® professional. A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification has demonstrated skill in analyzing and developing personalized long-term financial strategies.

A CFP® professional has completed rigorous education, experience and ethics requirements. This coursework is then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The rigorous qualification process, comprehensive array of advice and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who may focus on only one area of a client’s financial life.

Chad and his team take a full balance sheet approach to providing investment planning and personal wealth management to successful individuals, families, executives and business owners. Leveraging the extensive resources available through Mount Yale, Chad is able to help create comprehensive investment and wealth plans.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.