Our firm’s 30-year history starts in 1990, when John D. Fuller founded our company to provide holistic wealth management services to university professors. In a time when few financial professionals recognized the need for comprehensive advice, John saw things a little differently. He knew that if you focus on more than just investments, and seek to understand a client’s overall wealth picture, you create better relationships built on trust.
That guiding mindset and focus on meaningful client interaction hasn’t changed as our company has grown. We now serve a diverse set of individuals and families with the same compassion, understanding, and focus on the big picture that John pioneered.
Coinciding with our company growth, our scope of service has grown as well to encompass tax planning and preparation along with insurance solutions through our sister company, Fuller Sudlow Insurance Advisors. We are members of the Financial Planning Association® and following their stated Standard of Care and Code of Ethics policies to help ensure we consistently deliver exceptional, ethical service to our valued clients. Learn more about these policies and the core beliefs of the Financial Planning Association here.