Why Choose Financial Teams?

As your financial needs become more intricate, the advantages of collaborating with a team over an individual advisor become increasingly evident. A team brings a diverse range of insights and perspectives to the table, offering a more holistic approach to managing your finances.

 

Financial teams come in various shapes and sizes, with different structures and specialties. The key is to find a team whose capabilities align with your needs and whose values resonate with your family's financial goals.

 

Here's why we believe teams play a crucial role in wealth management:

 

1. Enhanced Service:

Working with an Independent Advisor may result in a higher rate of responsiveness and personal attention. A smaller, independent financial team can offer personalized service, quick turnaround times, and a heightened level of care.

 

2. Comprehensive Approach:

A team approach allows for a comprehensive view of your finances. While some team members, like financial planners and portfolio managers, may be in-house, others such as attorneys and accountants could be external partners. Coordinating their efforts ensures a holistic financial strategy tailored to your needs.

 

3. Increased Reliability:

A robust team provides reliability that individuals may struggle to match. Having a stable point of contact is crucial during urgent situations, and multiple professionals ensure continuous support and service delivery.

 

When evaluating a financial team, consider asking these questions:

 

1. What is the team's structure, and what are the roles of its members?

2. How is communication and reporting managed?

3. Who will be my primary contact?

4. How many clients does the team actively manage?

5. How do you collaborate with external partners like accountants and attorneys?

 

Choose a team that works cohesively and aligns with your financial aspirations. While finding the right advisory team requires effort, the benefits can last for generations.

Here at Provident Oak Financial, we have spent countless hours vetting professionals that may fit within a financial team.  If you need help getting connected with someone who specializes in your situation, let us know.  We’d be happy to make that introduction.  We’re here to support you on your financial journey.

 

Investment advice offered through OneAscent Financial Services, LLC, d/b/a Provident Oak Financial, LLC, a Registered Investment Adviser with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply any certain degree of skill or training.