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Philosophy

We are 100% Dedicated to Serving our Clients. We don’t make money by selling you financial products.

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period. 

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Working with Certified Financial Planner™ Professionals

Anyone can call themselves a “financial planner.” However, in order to be certified, we participate in rigorous, on-going educational requirements and a client-centered code of ethics. The CFP® certification marks mean we have earned a high level of competency, ethics and professionalism. It also means that we are passionate about (and required to) consider our clients’ needs above our own. 

Click here to review our team profiles.

Fiduciary Duty

A fiduciary duty simply means that our advisors are held to the highest legal standard of care for our clients. In addition, we must always endeavor to put our clients’ interests first. We do not accept commissions, sales loads, or incentives from the investment companies or mutual funds we recommend for our clients. 

Please call us to discuss our fee-only services and find out what plan is right for you. 517-321-4832

We have adopted the Financial Planning Association’s Code of Ethics, dedicated to the ideals of:

Integrity

Objectivity

Competence

Diligence

Confidentiality

Professionalism