Learning and Advancing Together

The Value of Advice

Over a 15 year period, investors who work with an advisor have been shown to have nearly four times the assets of investors who do not work with an advisor. Importantly, this is not all attributable to better stock selection--but rather is more of a result of adherence to disciplines associated with long-tenured financial advise and planning and higher savings rates.

The Gamma Factor and the value of Financial Advise Summary, Claude Montmarquette, Natalie Vennot-Briot, 2016

Working together with our clients, the TRAINOR SPOONER Advisory Group team members individually and collectively are committed to continuously learning and evolving. It is important for us to know our clients have an understanding how they are invested. We believe clients who understand and can clearly see how their financial goals will be achieved make better and more successful decisions. This is why we take the time with clients to continuously build that level of understanding. We get no greater satisfaction than having client know they are on track, and that we are helping them stay on track.