About Us
About Us
Fee-Based Independent Advisors
What Does “Independent” Advisor Mean?
In our conversations, brochures, and website, you will often encounter the term “Independent.” At Ducoat Financial Group, independence is a cornerstone of our success. Celebrating our 27th year of business, our independence has become increasingly vital in achieving our clients’ financial goals. But what does it mean to be an independent advisor, and what does it mean for our clients?
We do not sell proprietary products, use “cookie-cutter” portfolios, underwrite stocks we sell, or have quotas for our advisors. Our product is our advice, and being fee-based allows us to work exclusively from our clients’ side of the table. This stability and performance enable us to offer services without surrender charges or transfer out fees. We strive to build a company our clients can trust for the long term, and our record speaks for itself. Numerous references are available upon request.
Thank you for your time today,
Bradley Ducoat, Principal
Longstanding Track Record
With over 27 years of registration, Ducoat Financial Group has demonstrated stability and reliability in financial advising. Bradley Ducoat adheres to fiduciary standards, ensuring that clients’ interests come first.
Fee Based Independant Advisors
Key Aspects of The Ducoat Financial Group
Independent and Fee-Based
Our fee-based approach ensures that we work solely for our clients. This independence allows us to provide unbiased financial advice tailored to your needs.
Experienced Leadership
Bradley Ducoat, the sole owner of the firm, brings over 28 years of experience and adheres to fiduciary standards, ensuring that clients' interests come first.
Secure Asset Management
We manage your accounts while your money is securely held at Schwab Institutional or other highly rated institutions, providing maximum protection and transparency.
Commitment to Client Relationships
Our objective is to offer excellent service, competitive returns, and asset safety through highly reputable companies. As a Fiduciary we are committed to your interests above all else.
Comprehensive Financial Services
We provide comprehensive planning and portfolio wealth management. Bradley Ducoat serves as our chief portfolio manager, while Susan Ducoat, through her CPA firm Susan Ducoat CPA PPLC, offers tax-related consultations and services.
Secure Your Future with Fee-Based Independent Advisors
At Ducoat Financial Group, we believe in providing unbiased, high-quality financial advice tailored to your unique needs. Our fee-based, independent approach ensures that your interests always come first.
Secure Your Future with Fee-Based Independent Advisors
At Ducoat Financial Group, we believe in providing unbiased, high-quality financial advice tailored to your unique needs. Our fee-based, independent approach ensures that your interests always come first.