At FLC Capital Advisors, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company's.
Our independence and objectivity allows us to provide our clients with the commitment that they deserve.
Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management and advice to affluent investors putting the clients first and to disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor client’s assets, unlike the typical advisors “one size fits all” management approach. Our investment goals are to consistently achieve reasonable returns on investments over time, based on an investment policy statement and plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon, and successors of the investor.