Principia Investment Advisors is an independent, fee-only comprehensive wealth management firm. We sit on the same side of the table as our clients in a conflict free manner, providing comprehensive wealth management and investment consulting to individuals and institutions.
Our only product is competent and unbiased advice.We act purely as an advocate for our clients. Not many financial firms can truthfully make this claim. Fee-only can mean different things to different people, but to us it means that we receive no commission income from the sale or recommendation of any financial product or service. We are not in the business of selling insurance, giving legal advice or preparing tax returns. We pay no one for any referrals that we receive. We do not tolerate the apparent conflicts of interest and compromises that come with brokerage commissions, insurance premiums, and placement fees.
The growth of our practice is largely attributable to the referrals generated by our clients, and for that, we are both extremely grateful and proud. We only seek clients whom we hope and expect to remain clients forever. We are committed to remaining an independent firm with a clear focus on personalized service.
