Andrew J. Sohn, Evan P. Welch, & Mark E. Pelletier Go Independent as Antaeus Wealth Advisors (www.antaeuswealth.com) to Better Serve Clients in a Time of Great Mistrust of the Financial Industry

BOXBOROUGH, Mass., Feb. 11, 2011 /PRNewswire/ -- Andrew J. Sohn, MBA, ChFC®, Evan P. Welch, CFP®, and Mark E. Pelletier have formed a new, independent financial services firm, Antaeus Wealth Advisors (www.antaeuswealth.com).  The company principals have a combined experience of more than 35 years providing financial planning and investment advice to clients.

"As an independent firm, we feel we can do a better job for our clients working with private companies rather than public ones who must report to stockholders. The integrity of the financial planning process is important to us.  Because our broker/dealer, Cambridge Investment Research, does not own asset managers or insurance companies, there is no conflict of interest with what we recommend to our clients," says Sohn.

"All of our client assets are safely held by the private, large, third-party custodian, NFS/Fidelity Institutional, allowing us to provide more and better service for our clients, with no corporate constraints."

"The new structure is consistent with our core values of service to clients, integrity, transparency, and fiduciary responsibility.  It offers us more flexibility in investment options and customization for our clients.  We can now lower our clients' internal investment expenses through the access of institutional shares, resulting in possible better long-term net performance," says Sohn.  See www.antaeuswealth.com for further information.

Perhaps the most important reason for becoming an independent firm is the ability to provide clients with multi-family office options allowing the integration of all of a client's financial life.  That includes possible options such as tax and estate planning, lifestyle management, bill paying services, and collaboration of other related professionals, says Sohn. See www.antaeuswealth.com for further information.

The firm was formerly known as Sohn & Associates and was affiliated with a publicly-traded broker/dealer.

SOURCE Antaeus Wealth Advisors