October 12, 2022
Written By: Adam Morse
What’s your number-one stressor in life right now? If you answered “finances,” you’re not alone. According to a recent survey, 73% of Americans rate this as their main source of stress, above politics, work, and family. While it can be difficult to find the time and energy to devote to managing your finances, it’s necessary to make it a priority, especially as you get closer to retirement.
At AssetBuilder, we believe that effective wealth management doesn’t have to be complex. We believe in the value of simplicity, especially when it comes to your finances. As the original low-fee Registered Investment Advisor, we provide the highest level of personalized service at the lowest cost. We educate our clients on how what we do can help you achieve your family’s unique financial and life goals. Our mission is to simplify the complexities of your financial life so you can focus on what matters most.
What We Do
The heart of what we do is providing simple, low-cost, transparent investing advice and wealth management resources. We work with professionals, business owners, foundations, pre-retirees and retirees, and other investors that might not fit the mold of traditional financial planning models. Our services are best suited to people with a certain amount of investing experience but want something less complex and more straightforward. They want to be informed about their choices but understand that their investments are best managed by industry professionals.
Through our proven process, we design a portfolio for our clients that is self-sufficient and will grow with them as their goals change. We work with them to build a solid financial investment strategy that saves them money on fees without sacrificing service.
How We Can Help
Unlike other firms in our industry, we have a unique philosophy toward investment management. Our approach is unapologetically simple and clear, with personalized service and transparency at the heart of everything we do.
We start by introducing the client (you) to our core values and investment philosophy. Then we spend a lot of time getting to know you on a personal level—your experience with investing, your current financial picture, as well as your goals for investing. This way, we can tailor our investment strategy to your specific needs and risk tolerance. Once your accounts are set up and the initial investment placed, we continue to follow up and provide education and communication as we monitor your investments, making sure they continue to align with your goals.
What Makes Us Unique
We at AssetBuilder are passionate about letting clients drive their own experience. We want them to understand not only what we do, but why we do it. This allows them to be more comfortable when facing challenging market conditions so they have the patience to invest for the long term.
We also focus heavily on education, both in the onboarding process and during regular review meetings. A lot of our time with the client is spent asking questions to determine what their pain points are so we can offer education and insight around those challenges and explain how we approach resolving them.
Ultimately, what distinguishes us from other firms is our low-cost, no-pressure approach combined with a high level of personalized service structured around building long-term relationships.
We’re Here for You
Finances can be complex, but that’s why we exist: to simplify the investing and wealth-building experience. At AssetBuilder, our team of professionals have your best interest at heart and will provide the highest level of service at the lowest cost.
We would love to answer your questions and address your concerns about your money, your goals, or anything that’s causing you financial worry. Get started by calling us at 972.535.4040 or schedule a free 30-minute introductory meeting here. You can also learn more about our investment philosophy by listening to our podcast, Keep it Simple. We look forward to working with you!
As Investment Advisor Representative, Adam Morse serves pre-retiree professionals who appreciate the straightforward and transparent services and advice he offers. As an investor advocate and DFA Fund Advisor, Adam builds long-term relationships with his clients so he can provide a personal touch while delivering a disciplined, lower-cost, wiser approach to investing, all so that they can experience the security and peace of mind that comes from a reality-tested plan.
Adam studied finance at both Texas A&M University and Dallas Baptist University. When he’s not working, Adam enjoys spending time with his wife and three daughters. You can often find him enjoying the outdoors or exercising. You can learn more about Adam by connecting with him on LinkedIn.