Welcome to TorchLight Advisors
We are fee-only financial advisors. We sell no products and receive no commissions. You pay us a fee for advice on how to achieve your financial goals.
When you work with TorchLight Advisors, we focus on YOU. We want to partner with you to help you feel more secure in your financial decisions. We want to be a trusted decision partner on your financial life journey.
We have two service options available: Financial Planning Packages for those clients that prefer to have a plan but implement on their own; or Ongoing Advisory Services, for those clients that desire a plan but also want to have ongoing access to their advisor for implementation and consultations.
Regardless of which service option you select, we are here to help you make wise financial decisions. We work together with you. Our goal is to provide easy-to-understand recommendations and guidance.
What to expect when working with TorchLight Advisors
- Objectivity and independence: We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for YOU.
- Fiduciary standard: We are committed to providing ethical and professional advice and are upheld to a fiduciary standard. Your interests are always put first.
- Life planning approach: We not only evaluate your finances but we also learn about your values, life story and future goals in order to develop a financial strategy that works in harmony with your life. We LISTEN to you and desire to align your financial decisions with your life goals.
The decisions we make in our financial lives impact so many areas of life. We would be honored to help you make wise financial life decisions that allow you to feel more confident in your financial future.
Ongoing Advisory Services
Our Ongoing Advisory Services are created for clients who desire an ongoing relationship with their financial advisor. We offer two service options: one that includes full service investment management and one that allows ongoing access without the need to have your assets managed.
Our Financial Planning Packages are created for clients who would rather have a more limited engagement with their advisor. The packages vary in scope depending upon your needs. They do not include professional asset management or ongoing performance monitoring but may include recommendations for your asset allocation. If one of our current packages does not fit your needs we can tailor an estimate for you.