Fee-Only

No investment product sales. No commissions or fees when you invest in any specific investments.

Fiduciary

Escient Financial has a fiduciary duty to put your interests first. Advice you're given will always be what is believed to be best for you.

Flat-Fee

Simple flat fees so you always know how much you're paying and what you're paying for. No percentages. No confusion.

Advice-Only

Receive investment advice and recommendations, and leave your accounts where they are. Financial planning and investment advice –  Simplified!

Independent

Escient Financial is not bound by special interests of a larger financial institution and provides advice and recommendations that are truly in your best interest.

Transparency

Honesty and openness are important to a successful relationship. You will always know where you stand and what is being done for you.

Privacy

Your information isn't shared with anyone so you can be confident that your confidentiality and privacy are taken very seriously.

Personalized

Every aspect of your experience with Escient Financial will be personalized to meet your needs and your unique situation.

Virtual

Enjoy the flexibility of working with a financial advisor from anywhere you currently are. Get started on the path to your financial future with a simple Internet connection or a phone.

Education

Every aspect of your financial plan will be explained so you understand why the advice and recommendations are being made.