Scottsdale Investors Move to Independent Advisors

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Feb 16, 2011, 06:06 ET

SCOTTSDALE, Ariz., Feb. 16, 2011 /PRNewswire/ -- Investors are moving billions of dollars in assets from big wirehouses to independent financial advisory firms that provide truly objective financial advice. For decades, investors have kept their money with big brand name firms under the belief that it was safer to be with the big guys. The financial crisis and recent books like The Big Short and More Money than God have revealed how many of these big firms operate with conflicting agendas that can harm the very clients they claim to serve.

Three years ago, Brighton Jones, one of Forbes top 50 independent advisory firms, started working with Scottsdale individuals and families. The growth has been significant and Brighton Jones has opened an office in Scottsdale to accommodate the growth in demand for its services.

"We have been overwhelmed by the number of people in Arizona that are looking for independent, objective advice," said Jon Jones, CEO of Brighton Jones, "We look forward to seeing more of our clients and increasing our involvement in the community."

Apparently their clients are pleased with this change as well.

Thomas Sands, a Brighton Jones client, says "Brighton Jones has been working with us in Arizona. I think of them like my own personal finance team, with a personal CFO and a support team. They have always been amazingly responsive, helping me with my long-term financial plan, investing strategies and tax planning. Having an office in Scottsdale will now make it even easier to interact and discuss wealth strategies."

About Brighton Jones

Since Brighton Jones (www.brightonjones.com) was founded 10 years ago, the company has grown to more than $1.7 billion in assets under management representing 500+ individuals and families in Washington, California and Arizona. The firm serves as the personal CFO for clients, providing objective advice and analysis around investment, estate, tax, cash management, and overall life planning.