“You can someday yourself out of a life.” It was this quote, spoken by one of the characters in the television show A Million Little Things that sparked the idea for our business name. Somedays – we all have them. They may be dreams or difficulties that we actively put off or surprises, welcome or invited, that arrive unexpectedly at our doorstep. Whether you want to plan for life’s transitions or are facing one now, we believe that getting to and through your someday is a journey taken one day, one minute, one step at a time. We would be honored to partner with you as you move forward.
Someday Advisors is a fee-only Registered Investment Advisor providing wealth management services primarily to women and families planning for or currently undergoing a life transition. Our mission is to help you attain the full and rich life ahead of you through the creation of a trust partnership built not just on wealth management principles but on an earnest desire to know you, understand you and serve you.
Someday Advisors is built on the premise that while our financial planning and investment consulting services are best-in-class, our focus on the human element of wealth management, on understanding you as a person, not just as a client, results in a superior and more effective outcome. We believe that this unique emphasis on relationship cultivation is the future of wealth management.
We believe that our focus on the following principles distinguishes our firm:
- Fiduciary Standard of Care – We have a fiduciary duty to put your needs first and act in your best interests at all times. Any recommendation we make is free of conflict and based solely on our analysis and expertise. As such, you can be confident that our interests are aligned with your interests.
- Evidence-Based Approach – In all aspects of our wealth management services and throughout our business, we apply an evidence-based approach. We believe that superior and more effective results are achieved with an approach rooted in research and academic rigor.
- More Than Advisors – We strive to be more than advisors. To instead be teachers, mentors and trusted guides. This is the type of relationship we want to have with our clients, the amount of trust we hope to build and the level of service we aim to provide.
- Compassionate Communication – Many of our clients work with us during some of the most challenging periods in their lives. We acknowledge and understand the personal and emotional impacts of life’s transitions and endeavor to always display kindness, understanding and empathy.
- Client-Centered Practice – To better understand the biases, behaviors and perceptions that impact client decision-making and financial well-being, we draw heavily on advances in behavioral finance, psychology and the human sciences. As a result, we form deeper, long-lasting client relationships.
Welcome to Someday Advisors. It is our pleasure to have you here. We look forward to getting to know you and hope that you enjoy getting to know a little bit about us.