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The professionals of Byron Financial LLC provide financial services specializing in the design, implementation, and administration of business succession, executive benefits, and wealth management plans. Founded in February 1986.
Our most common clients are mid-sized, privately held companies. In addition to the corporate services, the CEO’s and Presidents of these companies belong to a select private client services group containing affluent, high net worth individuals.
| Our Vision |
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| Our Mission |
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| Our Values |
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| Our Vision |
| Our sole vision is to provide our clients with a “team of advisors” consultative approach, providing quality products, services and innovative solutions available in the marketplace, bar none.
A consultative approach, that will help our clients fulfill their goals and objectives both effectively and efficiently, within the bounds of integrity and ethics.
Innovative solutions, that are more insightful, more sophisticated and creative than the competition, and that are more effective in creating real results.
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| Our Mission |
| Our mission is simple and straightforward: To never stop working towards our vision of providing a “team of advisors” consultative approach, with only the highest quality products, services, and innovative solutions available in the marketplace. From this platform our guiding principles spring:
Don’t settle for second best. Our goal is to provide the very best in every city and in every area in which we practice. We measure ourselves by our client’s respect and their success in achieving their goals. Nothing short will do.
Attend to our clients’ businesses as if they were our own. We strive to understand our clients’ businesses as well as they do themselves. Only through the success of our clients may we become successful.
Exceed expectations. We believe that in order for our clients to succeed, we must continually “raise the bar” in providing the very best available at the time.
Work as a team. We maintain the belief that our clients benefit by the collective resources of our firm, both internally and externally, as opposed to any one individual.
Care about our clients. A close client relationship is essential in delivering outstanding plan design and advice. We treat every client with the same productive, rewarding relationship, regardless of the size or scope of the engagement.
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| Our Values |
| Our values are very basic in nature: Put others first and ourselves second. We believe that by placing our clients and communities first, we will not only help them to achieve their goals, but that we will also be rewarded by achieving ours.
Follow the golden rule. Give clients our very best effort, and take their interests to heart. Anything short and we’ve provided a disservice.
Deliver with the highest integrity and degree of ethics. We faithfully uphold a tradition of the highest standards of quality, service, integrity, and ethics, even where it may not be in the best financial interest of our firm.
Give back to the community. We believe that our community is paramount in our success, and that our practice depends upon it. Along with that success comes the duty and privilege to give back to our community wherever possible.
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6100 Fairview Road, Suite 1150 Charlotte, NC 28210
Phone: (704) 442-4402 Fax: (704) 442-4403 Email: nbrandon@byronfin.com
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