Our Core Values

Trusted Advice
Manchester Financial is focused on protecting and improving the lives of our clients by providing you with savvy financial planning and astute portfolio management while integrating your tax, estate and insurance needs. Your Manchester Financial Advisor Team has over 100 years of financial & retirement planning, investment research, portfolio management and tax experience. We have the knowledge and wisdom to help you achieve your goals and our Operations and Client Relations Teams have the sophistication and proven process to make it easy for you and your family.

Caring Relationship
You should not care how much your advisor knows until you know how much your advisor cares. We are passionate about our clients and take great care of them and their families. Since your worth is much more than your wealth, time spent worrying about money and finances is lost forever and can’t be used to do the things you love. We’re here to lift your financial burdens and guide you successfully to your goals. The foundation of our business is a deep commitment to use our substantial resources to protect and improve your life.

Excellence of Service
You will always receive superior advice and caring service as we constantly improve and strive to be the best. As a fiduciary advisor, the law requires that we must act in your best interest at all times. Our clients find this brings enormous peace of mind. In addition to the letter of the law, we hold ourselves to even higher ethical standards and have memorialized our commitment in the Manchester Code of Ethics. As an independent fee-only advisor, one of our greatest values to you is that we are on your side and always looking out for you.

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