The month of March is usually a month of looking forward—it is a month when spring returns, new growth is about to flourish, and we look ahead to warmer months. In addition to that, this is a time that is particularly special to all of us at Bill Few Associates as we get to celebrate 35 years of providing financial counseling, investment management, and estate planning advice to our clients. Join us as we reflect on our 35 years of service.
Bill Few Over the Years
One distinction that we have seen when comparing our firm with large financial institutions over time is the consistency and stability of our client and advisor relationships. “Many of our clients have been with us since our start,” says Mike Kauffelt, Partner and Co-Chief Investment Officer. “Clients can feel secure that their trustworthy personal advisor and consultant team is here year after year to meet with them or answer any questions.”
Originally located in downtown Pittsburgh, our firm now has two offices located in the North Hills and South Hills of Pittsburgh, thus being more accessible for personal meetings. In addition, we’re registered in 32 states in the U.S. and have grown over the years to servicing thousands of clients. Our in-house investment research team and portfolio managers make our fiduciary role at Bill Few Associates all-inclusive as we offer a well-rounded, timely approach that puts each one of our client’s unique interests first.
Our Goals as a Trusted Financial Firm
When Bill Few, Founder and namesake, started the firm in 1987, his goal was to provide financial counseling, investment management, and estate planning advice to individuals and businesses alike. This goal holds true 35 years later.
“We take great pride in helping organize the demands of managing wealth so clients may devote more time to business and family,” Kauffelt says. “Our ultimate goal is for clients to be totally satisfied with their relationship with us.” Clients can feel secure that they will have a life-long relationship with their advisor.
RELATED: Read these 8 tips for building a strong financial plan.
The Bill Few Legacy
One of our slogans, “Clients Come First,” traces back to our Founder. “The firm works hard to keep his spirit alive,” says Executive Vice President Alison Wertz, most notably by abiding by the mantra Bill Few kept throughout his career: “If you can take care of the client and take care of the employees, everything else will take care of itself.”
Before passing away in 2003, Bill Few became an iconic figure in the financial services community and was well known in Pittsburgh for his financial radio program, “Moneytalk.” His legacy is a part of our firm 35 years later, and even today, one of our favorite quotes comes to mind and is still relevant:
“Money is like a bar of soap. The more you handle it, the smaller it gets.” Meaning, there are significant benefits to allowing a professional advisor to help manage one’s finances and create a long-term plan rather than trying to manage it oneself.
We are grateful to be celebrating our 35 years of guiding clients toward financial security and want to thank each one of you for allowing us the opportunity to serve you. The meaningful relationships we have established and the goals that we have helped our clients achieve make it all worth it, and we look forward to what is ahead.
If you have questions about your financial plan or how we can serve you, call us today at 412-630-6000. Our experienced financial advisors are ready to help.
(412) 630-6001 fax