Philosophy : Do it so you can sleep at night.
We know our stuff. We can help you with many financial projects and put solutions in place quickly and correctly.
We are NOT a good firm to work with if you can't make decisions. We meet (sometimes via computer). Get comfortable. Analyze. Agree on a plan. Help you implement. Help you Monitor.
Walsh Partners does not hold your money. The only moneys to us are low fees for consulting. Your money stays with large Custodians like Vanguard, T Rowe Price, or Fidelity. We use mostly low-cost vehicles (Index Funds, Exchange Traded Funds) to achieve consistent long term superior returns. Safety in diversification.
Walsh Partners has managed money for large pension funds. We take this institutional approach to individual investing.