Your Ideal Fiduciary Financial Advisor
You work hard for your money so it’s absolutely critical that you select a financial advisor you can trust. As a fiduciary financial advisor, William Bevins is part of a very small percentage of advisors who place your interests before those of the firm.
“Only 21% of Americans understand the difference between a fiduciary financial advisor and one who is not. I’m proud to have chosen this path as it means I’m truly able to make a difference in the lives of my clients.”
— William Bevins, CFP® CTFA
What is a Fiduciary?
A fiduciary financial advisor is a financial advisor that has a fiduciary duty toward their client. This means that they have a legal and ethical obligation to place their clients’ financial interests first. It also means they cannot make commissions from managing a client’s assets.
Why Choose a Fiduciary?
Get personalized portfolios
William Bevins takes the time to understand your goals and risk tolerances in order to build a custom stock and bond portfolio using financial models that helps your capital grow. Our recommendations are always centered around you.
Avoid commissions and hidden fees
We don’t sell investment products, ever. William Bevins operates on a simple, defined fee structure for wealth management services. This means we only make money from the service we provide you so we’re able to remain completely unbiased.
Know where your money is
A large number of advisors can’t tell you exactly how your money has been invested because they pass your assets on to money managers who then allocate the funds. At Cypress Capital, we manage your portfolio in-house and your investments are easy to track with monthly statements.
Book a Free Consultation
It’s time to invest in a financial advisor that works hard for your money. To learn more about how we can help, call 615-469-7348 right now, or fill out the form below.
25 Years of Sound Financial Advice and Investment Experience for the Nashville Community
“If I’ve learned anything during this time, it’s that real wealth can be achieved with moderate risk-taking over the course of an individual’s lifetime. Setting reasonable goals and working diligently to achieve them year in, year out is the key to success.”
With over 18 years of investing experience, William Bevins serves as a Private Wealth Manager. His goal remains to help individuals and institutions achieve their investment goals while controlling risk. Putting client needs first is how he built his business and reputation. Serving as a Fiduciary with Cypress Capital allows him to stand with those who count the most, his clients.