Our Philosophy

At Biffen Wealth Management, we believe in the power of individual choice.

When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big-name firms offer quality investment products, the ones that a financial professional can offer are often chosen by a big corporation. That choice is made by people who don't know you, and they often impose sales quotas on the financial professional helping you.

In other words, your investment choices are often limited choices, and there may be hidden agendas. We do not think that's the right way to do business.

Our business philosophy:

  • Care for our clients as we would care for ourselves and family.
    We want Biffen Wealth Management to be the kind of place where we would want to be clients, if we did not already work here! We would want to be respected, informed, and heard, and expect nothing less for our clients.
  • Know our clients and their goals.
    We understand investing is emotional and not always a numbers game.In getting to know you personally, we will ask you a multitude of questions, tailoring your investments accordingly. We are just as excited as you are, in making your dreams a reality.
  • Treat clients like people, not like portfolio balances.
    One thing you will notice about our firm is that we are friendly, down to earth and are extraordinary listeners.Having been in the business a long time, we have encountered numerous market cycles, good and bad. Our perspectives help lessen client anxiety through these global market fluctuations.
  • Empower clients to feel confident about their decisions.
    You do not have to know the difference between a REIT and a UIT when you come to see us. We are happy to explain it to you if you are curious. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to help you sleep better at night, secure in the knowledge that your money is working effectively for you.
  • Practice time-tested financial approaches.
    At Biffen Wealth Management, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance so you don't have to worry.