Why We're Different
Second, we are an independent firm. This means that we do not have a "product of the month" to "sell." All of our recommendations are customized to our individual clients' needs and circumstances. The more we know about our clients, the better job we do.Dignum Financial Partners differs from most financial services companies in a number of ways. First and foremost, we work on a referral-only basis. We do not advertise and purposely limit the number of clients we work with. Recognizing our capacity enables us to devote our time and resources to thoroughly knowing and understanding the needs of our existing clients.
Last, we are fully compliant with all government laws, rules, and regulations and constantly pursue continuing education concerning the economy, emerging issues, and new developments in taxes.
We believe these factors make Dignum Financial Partners unique in this industry.