Fusion Family Wealth Revenue

About Fusion Family Wealth

Founded in November, 2013, Fusion Family Wealth is a fee-only, fiduciary Registered Investment Advisor (RIA) overseeing over $1 billion in Assets Under Management and Advisement. As President/CEO, I am committed to providing our clients with independent and objective advice informed by my expertise in investor behavior & my strong academic training in the areas of finance, accounting and taxation and wealth advisory experience spanning close to three decades. As a "fee-only" advisor, we are proud to be held to the highest legal "Fiduciary" standard of care, always acting in the best interests of our clients. This contrasts with the far lower "suitability" standard of care to which the largest brokerage firms like Morgan Stanley, UBS, Merrill and others are generally held. Behavioral finance -- understanding what drives people to make decisions about money, under uncertain conditions, that are against our own interests -- is the key differentiator of Fusion's advice model. The factors causing poor money decisions are identifiable, repeated and predictable. Left unchecked, they lead to the "buy high/sell low, repeat until broke" investing pattern. We "fuse" this behavioral finance expertise with our strong technical skills to devise plans that each investor is more likely to be able to adhere to. This is the Fusion difference. Most advisors focus on controlling what goes on inside the portfolio — which cannot be controlled. We focus on helping clients control what goes on between the ears — the only thing they can consistently control. Successful investing pivots almost always on what the investor/advisor does and almost never on what they know. The industry generally believes the opposite is true. PsyFi® is our trademarked term that relates to our focus on -- and ability to understand -- investor PSYchology to help our clients achieve better FInancial outcomes.

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