Circle City Wealth Management

Circle City Wealth Management is a Registered Investment Adviser that provides investment advisory and financial planning services to individuals based on their unique financial goals. We believe our clients’ best interests are of the utmost importance and the advice we provide should be free of conflicts of interest, specifically those related to commission-based investment products. All services provided are done so on a fee-only basis and in a truly objective manner.

We believe individuals are entitled to investment advice and financial planning that is free from the conflicts of interest found in many financial firms. Circle City Wealth Management was founded on the principle of transparency as it relates to advisor fees and investment costs. Our fixed-fee investment advisory and financial planning services are easy to understand and clearly disclosed in all client agreements.

This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Circle City Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.

Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Circle City Wealth Management does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, or products.