Covid-19 Resource Center
These past few weeks have been challenging for all of us, but we want you to feel confident that we are here for you and have your best interests at heart. We have compiled a list of resources to help you.
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.
Find Out MoreInvestment Management
We offer discretionary investment management to help you reach your financial goals.
Find Out MorePortfolio Review
We help you understand your complete portfolio by providing an in-depth analysis of your current situation.
Find Out MoreIndividual Pension Plans
We will give you a detailed breakdown of how the Individual Pension Plan could fit with your situation.
Find Out MoreCustomized 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.
Recommended Resources
The 10 Minute Retirement Plan
Cherished
Fortune
Retirement
Calculator
Post Retirement Calculator
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.
