Our Approach
At WRS Financial Services, LLC (“WRS”), we focus on helping you explore needs, wants, goals and dreams. Our desire is the creation of an ongoing relationship that aids you in meeting the challenges of changing life events and keeps you apprised of new opportunities in the market.
As a fee-only advisor, we act as an independent firm working exclusively for you. We receive no commissions and are paid only by you through a previously agreed fee. As a result, our advice is objective and free of the many conflicting interests present in most financial service companies today. In other words, we put your interest first at all times.
We take a very holistic approach to this process and can help coordinate the other members of your financial team to implement your decisions. WRS’ ownership by a certified public accounting firm enables you to also count on our broad expertise in areas beyond the scope of investments.
We are committed to honoring the public trust and confidence that is attributed to the CPA profession. Finally, we are registered with the Alabama Securities Commission, organized under the laws and regulations of the State of Alabama, and abide by the rules and regulations of the Securities and Exchange Commission.
