The Ledyard Advantage


At Ledyard Financial Advisors our sole mission is that of preserving and enhancing our client's wealth.

Our approach to providing investment, tax, and wealth management services is driven by the needs of our clients and their families. Since this is Ledyard Financial Advisors only focus we take a great deal of time to determine our client's current situation and family dynamics. Only then do we develop a comprehensive program to meet their needs appropriately. Since every client's requirements are different, our individualized approach works very well.

We maintain ongoing Client and Investment Advisory Boards comprised of individuals with outstanding experience to provide us forums for evaluation and ideas, a detail which is rarely found in wealth management firms of any size.

Our technology and research capabilities provide us the same level of access to markets, analysts and information as the major Wall Street firms.

An important point to note is how we charge for our services. Unlike transaction-based advisors and product-driven sales organizations, Ledyard Financial Advisor's fees are based upon the size of the client relationship. Thus, our only interest is growing our clients wealth to the best of our ability.

Finally, as fiduciaries we are required to give primacy to the client's interests and adhere to standards of loyalty and prudence in administering their affairs. In other words, we are duty bound to consider our client's interests before our own and this combined with regular internal and external audit examinations insures the highest levels of accountability and trust.

 

Non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.