Heading into fall, with the holidays right around the corner, many of us begin thinking about our year end charitable giving. Changes to the tax code that went into effect…
Who We Are-Intro
Buoyant Financial was
created to do things differently.
Our approach is based on the belief that a client’s interests should always come first.
As a Registered Investment Advisor we have a fiduciary obligation to place the interests of the client first. But, to us, it’s more than an obligation. Putting the client first is why we were were established.
Who We Are-One Love
One hat, one love
We’re not paid commissions, and there are no conflicts of interest within the firm. Some large banks and investment firms function with “dual hats;” simultaneously working as both investment advisor and broker or insurance salesperson, while claiming potential conflicts are disclosed. Buoyant Financial purposely steers clear of these murky waters.
Life is all about personal connections. Establishing and enriching connections with our clients as we guard their wealth is what puts a smile on our face at the end of the day. We engage mindfully with our clients as people, not merely as account numbers. Our job is to understand our clients, and their hopes, dreams, and fears. With that understanding comes a trusting relationship that is imperative to formulating a successful financial plan.
Who We Are-One Love CTA
Who We Are-About Glen
About Glen McLaughlin
I fell in love with finance and investing 20 years ago, when I accepted my first role in banking. Along the way I’ve had the opportunity to work across the spectrum of the investment and securities space, from retail to institutional, and with nearly every type of traded product in a variety of contexts. I received my MBA from Queens University of Charlotte with a concentration in finance, and served as a Senior Vice President at Bank of America and a Senior Director at Ally Financial.
The most rewarding experiences have been assisting my family and friends with their personal financial management: helping them quickly cut through the noise, and get their assets positioned as efficiently as possible. While I love the world of finance and investments, I always struggled with how these tools were delivered to the retail investor.
In creating Buoyant Financial as a truly independent financial advisory, I can provide clients with smart, seasoned, conflict-free (and cost efficient) financial planning and management services. The concept of fiduciary responsibility is a cornerstone of the client relationship, and ensures that the client always comes first.
By creating my own platform utilizing best-in-class technology, and taking advantage of low-cost instruments to precisely capture the performance of virtually any asset class, I’m able to deliver these services at some of the lowest costs available today. Being able to minimize the long term drag of costs is vitally important because of its impact on long term returns.
Over the years, I have always enjoyed discussing personal finance with people and seeing how even a simple conversation may have helped them think about their personal situation differently or providing sane explanations of market behaviors.
My hope is that a conversation might help you think differently about your finances, serve as a check that you are on the right path, or lead to a long term relationship with Buoyant Financial.
Who We Are-It’s Personal
With us, it’s personal.
The relationship between a client and advisor is a personal connection. Buoyant Financial establishes the client-advisor relationship with a dialogue to highlight where you are now, what your goals and desires are, and how we will reach those goals.
Personal finance is a very intimate topic, and while aspects of planning and management can be analytical, a purely clinical approach can leave one feeling cold and resistant to sharing important feelings entrenched in our relationship with money. That’s why we nurture our client-advisor relationships with careful mindfulness.
The world is awash in people peddling financial services and news, bluster, and breathlessness. Their prevalence not only feeds fears, uncertainty, and perspectives often rooted in simple stereotypes, but often leads people to approach their financial situation with anxiety and trepidation.
We’re sensitive to these anxieties and believe the only way to ease them is through a trusting, personal relationship. As part of this relationship, we want you to reach out when something in the news has you unsettled, you hear something in a conversation that doesn’t sound right, or you simply want some perspective. Likewise, we will reach out and provide you with expert context to economic news and insight into current market conditions.