About NewMarket Financial Advisors
Nearly Four Decades Of Experience
NewMarket Financial Advisors is an investment firm that provides personal, customized investment advice and planning to its clients. Originating in 1980 as NewMarket Financial Group, the company name was modified in 2007 to NewMarket Financial Advisors. Because of our independence, we can choose from a broad array of products and services. There are no proprietary products we are required to represent, so we can offer investment advice that is in the best interest of our clients.
We advise people to initially invest their time, not their money, in order to create a plan that makes sense to them. This is accomplished by having a confidential meeting to share data, information and goals. Thereafter, we develop and design, for each client, a long-term investment and retirement income strategy based on the client’s needs, amount of assets, and aversion to risk. There is no cost or fee to meet and discuss your financial plans with us. Once we have presented our ideas and advice to you will not be bothered by us. If you wish to move forward with the ideas we recommended, you will contact us.
Honest and open communication is key. That is, to tell the client what they need to hear, not what they want to hear!
We care about our clients and know our subject. Caring and knowing are two essential ingredients in creating a custom financial plan, as well as to have a successful relationship between client and advisor.
We are sensitive to costs, fees and expenses, and provide ongoing value-added services as a result.
Our commitment is to our clients, and we deliver an exceptional client experience through honesty, professionalism and integrity.
We believe the only certainty in the future is change.
Risk Analysis with riskalyze
Riskalyze is cutting edge technology that identifies person’s acceptable levels of risk, compares that risk to the level of risk in their retirement portfolio and then aligns the two allowing them to feel comfortable with their expected outcome.
Contact Us Today
We Are Here To Help At NewMarket Financial Advisors we want to make sure you are financially prepared. We are available to discuss your accounts, consider options, look at results and plan for the future. You aren’t viewed simply as a customer, you are part of the New Market Family. We look forward to helping in any way we can. Fill out the form and we will contact you about the next steps.