Who We Are
We are a full service private wealth management firm delivering highly personalized advice based on in-depth experience in the financial markets and a demonstrated track record of protecting and growing our clients' assets.
About our name: Black Coral Financial Advisors
Unlike common coral found in abundance in shallow reef waters, Black Coral is rare and only obtainable in deep-sea colonies. It is the world's finest coral. In March 2009, scientists discovered a subdivision of Black Coral to be among the oldest continuously living organisms on the planet (circa 2255 B.C.). When prepared as jewelry, it has a deep, bright shine that allows you to see your own reflection.
Our Six Business Principles
Our Commitment To Our Clients - Our clients' best interests come first. By placing our clients' interests before all else, our own success will follow.
Our Focus on Change - We believe that it is important to manage change through creativity and imagination. We constantly strive to anticipate the changing needs of our clients and develop a better solution to meet their financial needs.
Our Values - Client confidentiality, integrity and trust are the core of our practice. We strongly believe that is important to maintain these core values both at work and at home.
Our Employees - We are dedicated to the employees of our firm. Our people are our assets and we are committed to hiring and leading the best people in our field.
Our Size - We firmly believe that our smaller size is our advantage. We prefer to be better than bigger.
Our Focus on Implementation - We believe that an effective advisor must implement the advice given in all five areas of financial planning: portfolio management, tax planning, insurance planning, retirement planning, and estate planning.