What makes Fero Financial a good fit for me?

We want to be a part of your journey – we work best with individuals and families who wish to develop a dedicated planning partnership. Our primary focus is on helping you preserve and grow your wealth – now and for future generations. We do this by identifying planning and investment opportunities and designing strategies that align with your core values, prioritize your goals, and manage risk. We complement this expertise and diligent oversight with a concierge approach to client service, building relationships that last for years to come.

Do I have to live in Port Charlotte to work with you?

Our office is in Port Charlotte, Florida, but geography doesn’t prevent us from developing successful client-advisor relationships. Today’s virtual world enables us to connect with you no matter where you live.

What if I don’t meet your $500K minimum for invested assets or a $1 million net worth? Will you still help me?

We suggest you give us a call. We prefer to handle every situation on a case-by-case basis. Often, we work with multi-generational families and recognize that each member is at a different stage of life.

Do you charge for an initial consultation?

Your first meeting with us is always complimentary. We believe that client-advisor relationships should start with establishing trust through open communication. We want to know your story – where you came from, how you got to where you are now, and where you would like to go from here. This initial conversation allows everyone to determine if we are a mutual fit for a dedicated planning partnership.

What is your investment policy?

We know that the best plan for you is the one you will stick with! Our approach is to be smart with your money as we recognize your costs and taxes matter. We invest your money with a primary focus on reducing risk.

What is a fiduciary?

Being a fiduciary means that as a financial advisor, you have a legal obligation to act in an honest and trustworthy manner by putting your clients’ best interests first. At Fero Financial, we take this standard of care to heart – we understand our recommendations and guidance have the power to shape your financial future. As an Accredited Investment Fiduciary (AIF^®), Rebekah J. Fero acts on your behalf in situations that require the utmost trust and diligence, and Joe is passionate about satisfying the responsibilities of this role beyond its simple legal definition. We invite you to experience the integrity and potential of our fiduciary services and welcome any questions. Click here to learn more.

Why is it important to work with a Certified Financial Planner (CFP^®)?

Many investment professionals are qualified to give you financial advice. However, what separates a CFP® from all other advisors in the industry is the education and certifications we have spent years satisfying. When choosing a financial planner, you should feel confident that a CFP® is qualified to offer the expertise and service you deserve. Click here to learn more.

What does it cost to work with you?

We have a standard cost schedule based on your invested assets with us. We take pride in the fact that our costs are straightforward and fully disclosed. If you have any questions about our costs prior to scheduling a consultation, please give us a call at 941-625-5811.

Why should I pay an advisor? Can’t I do it myself?

Properly managing your investments and making the right financial decisions takes time, skill, and effort. Deciding whether you find value in working with a fee-based advisor depends on how important you consider these decisions for your future and if you feel qualified to make them yourself. We have decades of experience providing comprehensive financial planning, estate planning, asset, and investment management services to people just like you. Schedule some time to discuss your concerns with us – we’re here to help.

How do we keep your money and personal information safe?

Your privacy is our top concern. When you work with us, you can be confident that we treat your personal information as if it were our own. Beyond partnering with our broker-dealer, LPL Financial, to ensure we are going above and beyond in protecting your information, our team is vigilant in utilizing leading-edge anti-virus software and file encryption.

Download our Cybersecurity Policy here.
Download Credit Freeze Information here..