In an industry going “robo,” we believe there is undeniable value in the human advisor. In fact, we believe a real person who truly knows the investor establishes a relationship of trust that is essential to the financial journey. Real advisors know that investors are more than just a number in an algorithm and care about what motivates them and what keeps them up at night.
Investors need someone to talk to before making major financial decisions, someone who can understand and explain how those decisions will impact them. We know this because, without the help from an advisor, investors have been known to make notoriously bad decisions.
At Finworx, we work diligently to deliver on the following promises:
- Your experience will be sickeningly simple.
- Call us, we’ll answer. Email us, we’ll respond.
- We may make mistakes, but we’ll fix them.
- We won’t ”sell” you something you don’t need.
- We will maintain integrity between the client experience and our core values.
We get there together.
Our success or failure depends on our employees. Despite ups and downs, we win together.
Wrestle the bear to the ground.
We deliver excellence by never stopping short, always actively responding to our customers’ needs, and never letting up until the job is done.
Bend don’t break.
Not to say there aren’t a few broken eggs in the kitchen. We’re young, hungry, and agile. Change happens, we adapt without lamenting “what ifs” and bygones. Instead, creative, out-of-the-box thinking is encouraged and rewarded.
Fun, no games.
Play is an important part of our culture, but political games, entitlement, and division of the team isn’t us. We respect diversity in thought, debate, and dialogue.
We don’t settle for the status quo. We approach things differently and ask questions that lead to innovation and improvement.
Do the right thing.
In spite of the noise and mediocrity of the world, we hold ourselves accountable to always do the right thing.