The State Of Independence

Why Exponent?

Focused on investments that generate passive income
Simple, clear fee structure
Unbiased fee-only financial advisors that has a fiduciary duty to you
Personalized portfolio management
Dedicated portfolio managers who provide personalized attention to your needs
We value quality and long-term relationships

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What we do

Wealth Management Services

Financial Planning

We can help you determine your long-term financial vision and help create a road map to get you to your destination.

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Investment Management

We offer discretionary investment management to help you reach your financial goals.

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Portfolio Review

We help you understand your complete portfolio by providing an in-depth analysis of your current situation.

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Individual Pension Plans

We will give you a detailed breakdown of how the Individual Pension Plan could fit with your situation.

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Customized Solutions For All

Exponent offers services related to wealth management. From the simple retirement income plan to the complex estate, business, and corporate plans, Exponent Investment Management will help you achieve your desired financial future.

I Need a Plan I've Invested With a Bank I Already Have a Portfolio

I have money to invest in my future but I need guidance. I've spoken to my bank but I feel like they are more interested in what's best for the bank. I'm looking for a more custom solution.

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I have a portfolio with a bank because I thought that they were the safest place to put my money. Now that I know that private investment management offers the same security but also offers a more custom financial plan, I'm interested in how this would benefit me.

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I've invested with a wealth management company but I don't feel that their strategy aligns with mine. I have a unique situation and I need a more experienced strategist to help navigate my portfolio.

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Why Exponent

Unbiased Advice

We don’t work for anyone but you, meaning our only agenda is your agenda. Because we are not bound to a specific suite of products, we are able to offer you unbiased advice that caters specifically to your financial situation, needs and goals.

Clear Fees

We do not make commissions on trades - our fees are based on the assets under our management. This allows us to operate with complete transparency on compensation and costs. Because our success depends entirely on the prosperity of your account, our incentives align with your best interests in wealth management.

Professional & Qualified

We pride ourselves on hiring only professionally qualified advisors with an average of 15 years experience for providing professional fund management services. It is important to us that our advisors have experienced many market conditions and have the expertise to oversee your financial life safely.

Proven Approach

Financial freedom rarely happens by accident. That’s why it is important to have a financial plan and advisors to help guide you through decisions rationally and with a longer-term focus. No two people have the same financial history or future, but with proper management and a clear strategy we can help you reach your financial goals.

Long-Term Relationships

We continue to build our reputation on the legacy we’ve built for our clients. We value quality and long-term relationships that span generations. We see ourselves as trusted advisors that help to build financial freedom through certified solutions for wealth management.

Safety of Investments

Our clients’ investments are held with National Bank Independent Network or Credential Correspondent Partners. Because these are secure third-party custodians, our clients have the assurance and peace of mind that their assets are just as safe as they would be at a traditional bank.