At Commas, we’re here to guide you through every step of your financial journey. The support doesn’t stop when we create your plan, we’re here to help you take action and implement our suggestions.

“At some financial planning firms, they create a beautiful financial plan for you and then send you on your way. Here at Commas, we’re going to be with you every step of the way from creating that plan, explaining that plan, and then implementing that plan. So, as we move accounts move lump sums, set up monthly contributions, whatever it might be, we’re going to be with you every step of the way.”

Commas advisor Josh loves working at Commas because of the opportunity to work with clients who are traditionally underserved by the industry. We’re actively seeking professionals who might share this same passion. Visit our Careers page to apply for open positions. 

 “Commas enables me to help a wide variety of clients and maybe people that weren’t traditionally getting good financial advice from other firms or other parts of our industry. I’ve always been passionate about the fact that everyone deserves personalized advice and a personalized plan, and Commas enables me to do that.”

A fiduciary advisor is required to act solely in their client’s best interest. Commas advisor, Josh, tells us that this means when you #usecommas, you can trust that the advice you receive is made for the betterment of you, not the advisor.

“Fiduciary is a major buzzword in our industry right now but I think a lot of people don’t necessarily understand what that means. Fiduciary is someone who is obligated to act in the best interest of clients. Surprisingly, not all financial advisors are fiduciaries. They might not be obligated to act in the best interest of a client, which is pretty shocking.

One thing that we pride ourselves on at Commas is that we are fiduciaries, so we are always going to be doing what’s in the best interest of our clients, giving the advice that makes sense for them, not necessarily what makes sense for our bottom line. We’re always going to be acting as a fiduciary so you can trust that the advice we’re giving is in the best interest of the client.“