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Founding Principle
Sudeley Financial provides financial advice to its clients on a fiduciary basis. We accept an affirmative duty to act solely in the best interest of our clients, exercising the utmost good faith. We are committed to the principle that personal financial planning advice should be comprehensive, reliable, and free of any conflicts of interest. We provide broad-based analyses and advice combining all aspects of a client’s current financial status to assist the client in achieving personal financial goals. We are committed to providing these services on a fee-only, hourly basis, accepting no commissions and selling no products.
Our Clients
Most Sudeley Financial clients are middle to upper middle income earners who engage a planner to review their financial life and make sure they are on track to achieve their goals. Some are small business owners who seek not only those services, but also advice on setting up or improving their retirement plans. Our clients do not expect to consistently “beat the market” nor are they looking for the next hot stock tip. Often they simply want a second opinion on whether a course of action they are contemplating makes sense from a financial standpoint. Others have limited time to spend on financial matters and thus need assistance in implementing their personal financial plan, or improving the options available in their retirement program. Still others simply do not have an interest in financial matters, but have goals such as retirement or paying for college that require sound financial planning. Sudeley Financial offers a free confidential initial consultation to prospective clients.
Recent news: Steven F. Mattaini, President of Sudeley Financial, named Trusted Financial Adviser by Minnesota Law and Politics magazine. See "Who We Are" Page for details.
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