We help you live in harmony with your wealth.

Fiduciary is our standard.

As a Registered Investment Advisory (RIA) firm, Note abides by the fiduciary standard of care. This means we provide financial advice that puts your best interests first and foremost. We work for you and always act in your best interest.

Together, we create more than just solutions—we build lasting relationships with our clients, understand their needs deeply, and work tirelessly to exceed expectations. It’s this collaborative spirit, combined with our shared vision and diverse expertise, that truly sets us apart.

When you work with us, you’re gaining a partner and trusted advocate who is committed to your success.

Note Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients’.

Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. By using Schwab as primary custodian, Note has access to a wide range of products and services that help us serve our clients, including: 

• Full range of investment products and trading services
• Wide array of investment account types including retirement accounts, charitable giving, and education accounts
• Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other  investments.
• Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.