Clarity. Independence. Integrity.
We are a fee-only, fiduciary wealth management firm. Every recommendation we make is built around your goals — not our incentives. No commissions. No conflicts. Just expert guidance that answers to you alone.
Built for your benefit. Structured to prove it.
Most financial advisors are affiliated with a bank, brokerage, or insurance company. Too often, they are quietly expected to favor the products most profitable for those parent firms. Breachway Investments is built differently at its very foundation. We believe your wealth should work exclusively for your future, not to meet a corporate sales quota.
We are an independent, fee-only Registered Investment Adviser operating under the fiduciary standard. This is the highest duty of care in financial services. We are compensated directly by our clients and only our clients. Not by commissions, not by referral fees, not by hidden product incentives.
Read our full story →Comprehensive Wealth Management Solutions
From long-range financial planning to active portfolio management, our core services are intentionally structured to work together as a single, cohesive strategy for your wealth.
Why "fiduciary" is the most important word in financial services.
The fiduciary standard requires us, legally and ethically, to act in your best interest at all times. It is a significantly higher bar than the standard suitability rules most brokers are held to. When you choose to work with Breachway Investments, you are choosing an advisor whose entire structure, compensation, and legal duty are aligned with your goals. We succeed only when you succeed.
Learn About Our Approach
- We are a Registered Investment Adviser (RIA) regulated by the SEC and state authorities.
- We are compensated solely by client fees, never by commissions or product incentives.
- We are required to explicitly disclose any and all potential conflicts of interest.
- We utilize Schwab Institutional as our primary custodian, ensuring your assets are never held directly by us.
- We maintain rigorous credentials, including CFP® and CPM®, that demand ongoing ethical obligations.