Why Us?

INDEPENDENT - As an independent firm, we are not affiliated with any investment companies nor do we provide proprietary products. As such, you can be sure that we have available to us a large universe of solutions that can be tailored specifically to address your unique needs.

In addition, there are no sales quotas in use at Funderburk Financial, insuring that you are not pressured into an expensive product over another less expensive product that would equally well serve your needs. In fact, our preferred method of compensation is a simple fee for service arrangement, whereby you will pay a percentage of the asset under management. We believe that this helps to insure that our goals are aligned. In the event that another compensation arrangement is warranted, you will be informed up front as to why the proposed compensation arrangement is justified.

ACTS IN A FIDUCIARY CAPACITY – As an investment fiduciary, I am charged with the duty to act in your best interest. This is a higher standard of care than non-fiduciary advisors who are simply charged with the duty to choose “suitable” investments for you.*

CERTIFIED FINANCIAL PLANNER™   - Billy is a CERTIFIED FINANCIAL PLANNER.™  The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

INVESTMENT PHILOSOPHY - In most situations we believe that you are better off owning the underlying stock instead of a mutual fund. For more on this go to my blog, https://bit.ly/2YU5cs8.

*The Investment Fiduciary standard of care applies to advisory services only.