David Millar, MBA, began looking at his retirement investment options and decided something had to change with the status quo. The financial landscape for early investors is vastly different from that of previous generations. To help new and young professionals meet and exceed their financial goals in today’s economic environment, Millar founded Motivesting, a lifestyle financial analysis and planning services firm.
Millar said his belief that commission-based advising impacts both integrity and objectivity was the driving force behind his decision to become a fee-only fiduciary.
“At Motivesting, we don’t get paid commissions and incentives by insurance companies, ETF’s, mutual funds, or brokerage houses to sell their products to our clients,” he said. “As fee-only fiduciaries, Motivesting is legally obligated to put client interests ahead of our own.”
Millar said Motivesting advisors sign a Fiduciary Oath to always work in a client’s best interests. And Motivesting is a member of XY Planning Network, the leading organization of fee-only financial advisors who specialize in working with Gen X, Gen Y, and Millennial clients.
“Young professionals are our future, and being able to help them recognize and secure their own financial prospects through investments, planning, and strategy is something I am honored to do,” Millar said. “I am so excited to follow my passion in establishing an opportunity to grow the future.”
For more information visit www.Motivesting.com or @Motivesting on Twitter.
Founded in 2017 by David Millar, MBA, Motivesting is a fee-based fiduciary providing financial planning services to next-gen investors. Convinced commission-based consulting impacts both credibility and objectivity, Motivesting advisers don’t get paid commissions or incentives by insurance companies, ETF’s, mutual funds, or brokerage houses. As fee-only fiduciaries, Motivesting advisers sign a Fiduciary Oath and are legally obligated to put client interests ahead of their own. Motivesting is a member of the XY Planning Network, the leading organization of fee-only financial advisors who specialize in working with young investors.