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Moneywatch Advisors

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Fee-Only Financial Advisors NEVER Earn Commission or Sell Investment Products.

Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.

Fee-Only: Compensated only by the client without earning commission of any kind for product sales or referrals

Fiduciary: Legally sworn and obligated to always place the interest of the client ahead of their own.

Independent: Not affiliated with any brokerage firm, bank, or insurance company.


Note:  Because we do not charge separately for financial planning services, we are unable to accommodate individuals who wish to have stand-alone planning services charged on an hourly or project basis.

 

Latest Blog Posts

September Newsletter to Clients

Submitted by Moneywatch Advisors on September 6th, 2023

Enjoy this month’s edition that features an update on the conversion to Schwab, an explanation of diversification within our portfolios and a reminder that those 50 and older can make catch-up contributions to their retirement accounts.

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How I Manage My Money

Submitted by Moneywatch Advisors on August 28th, 2023

On his recent podcast, the New York University Finance professor and investor, Scott Galloway, revealed his very personal thoughts about his own money. He explained his anxieties about money, his thoughts on marriage and how it relates to money, his approach to investing and what financial independence means to him.

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August Newsletter to Clients

Submitted by Moneywatch Advisors on August 2nd, 2023

Enjoy this month’s edition that features a reminder about the merger of TD Ameritrade and Schwab, plus some perspective about the stock market and current events.

TD Ameritrade transition to Schwab update:

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What Does Financial Freedom Really Look Like?

What Is a Financial Plan and Why Do I Need One?

 

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  •   121 Walton Avenue, Lexington, Kentucky 40508
  •   (859) 268-1117
  •   Lee@moneywatchadvisors.com

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Moneywatch Advisors is registered as an investment advisor with the U.S. Securities and Exchange Commission.

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