The answer to that question depends on the topic. Is bigger really better when it comes to the firm that is helping you with financial and investment planning? We would say no. Many firms today are trying to add as many new clients to their roster as they can. Their goal: Get bigger.
At Dyadic Financial Management, our goal is a bit different. We are a small firm and our intent is to stay small. We believe in knowing each and every client by name not by account number or size of account. Our goal each year is to take on a few select clients so we can spend the time needed getting to know their hopes and dreams so that we can create a strategy that is taylor-made for them. We strive to help each client accomplish their financial goals as if they were our own.