There is a lot more to reaching your personal, business, and financial goals than just investment returns which can carry significant risk. We go far beyond investment management by partnering with your family so we can understand your dreams, passions, and those ideas that are most important to you. Our planning process identifies key factors that are used to build a personalized strategy based on accomplishing your goals while protecting your family against unexpected things that may happen along the way.
Independence: Freedom to Better Serve You
Teleios is an independent firm which means we are not influenced or restricted on which financial products we can offer or who we have to work with. We not only have access to the same products and services of the major firms, we also have access to thousands of additional options and alternative solutions that offer benefits you are not likely to find from the major banks and financial institutions.
Fee-Only Investments: Unbiased Advice Not a Sales Pitch
Our fee-only investment platform means that our advice is not influenced by the varying monetary options or special incentives major firms often use to push a particular set of internal products. We earn the same income no matter what investment course we suggest or you decide upon which ensures your best interest is at the forefront of every decision.
Invest Where it Matters: Change Where America is Heading
Teleios is part of a rapidly growing network of firms which believe that investors can send an impactful message to those companies who profit from and have an active hand in undermining the foundation of faith and family values that are the cornerstone of America. We can screen the individual companies within your 401(k), portfolio, mutual funds, and ETF’s, to expose companies who support or have a direct financial link to alternative lifestyle, sexually explicit entertainment, pornography, gambling, abortion, and many others. Click Here to Learn More
Strategic Partnerships: Who Share Our Fiduciary Standard
When you work with us, you partner with a complete wealth management team because no financial decision should be made in a vacuum. Teleios is aligned with a carefully selected group of world class investment firms, insurance companies, mortgage lenders, attorneys, CPA’s, and other professionals who can work in concert to manage your overall plan.
Every decision is reviewed through our supervisory office by a team of financial professionals and compliance staff to ensure nothing is left to chance. This process is designed to test every financial choice through several layers to ensure that no choice is made in a vacuum where it may seem to be good in one area yet have a negative impact in other areas of your overall plan.