WRFA was founded in 1999 by the partners of the South Carolina-based public accounting firm, WebsterRogers, LLP with the aim of offering their clients an alternative approach to the traditional broker-dealer model. The founders recognized the need for a different kind of financial service that would complement the expertise of the accounting firm and provide their clients with additional options and opportunities. WRFA firm is a fee-based Registered Investment Advisory firm that is held to the fiduciary standard.
Since inception, WRFA has developed its own distinct identity and approach within the financial services sector. By leveraging the knowledge and experience of the accounting firm, we provide unique insights and tailored solutions that cater to the specific needs of our clients.
In our wealth management approach, we prioritize the goals of our clients, placing financial planning at the center of our process. The primary focus is to discover and understand our clients' goals, both short-term and long-term, and develop strategies to help them achieve those goals.
WRFA demonstrates a commitment to acting in a fiduciary capacity. Our team is dedicated to focusing on our clients’ best interest and provide them with advice and recommendations that are most suitable for their specific circumstances. This approach instills trust and confidence in our clients, knowing that their financial well-being is our priority.
WRFA has a strong commitment to local engagement and community involvement. We not only aim to serve our clients but also strive to make a positive impact on the communities we live in.
By aligning our wealth management services with our clients' goals, prioritizing their best interests, and actively contributing to our communities, WRFA provides a comprehensive approach that goes beyond financial transactions. This approach demonstrates our dedication to building long-term relationships with our clients, serving as a trusted advisor throughout our communities, and upholding the standard set by our founders.