Who We Are
Please let us introduce ourselves. Biechele Royce Advisors, Inc. is a family owned corporation established by Justin B. Whelan III. We are a full-service financial advisory firm which provides financial plans, portfolio management, and financial advice based on a set fee structure. We focus on helping you reach your financial goals by building trust not by selling expensive proprietary products.
Biechele Royce Advisors was founded in 1994 to manage private partnerships specializing in equity investments. The firm expanded its operations in 1996 to provide wealth management, financial planning and investment management to individuals, trusts and estates, foundations, endowments, corporations, and retirement plans. As an independent, fee-only investment advisory firm, we are paid for giving objective investment advice, not for selling expensive, proprietary products.
Fee-Only Independent Investment Advisors
We believe working with a fee-only, independent investment advisor is the only way to ensure that your best interests are always given the highest priority. Too many investment advisors prosper at your expense through commission based and/or product based compensation. As a fee-only advisor, we prosper only when you prosper. You pay us only for investment advice; there are no penalties, surrender charges, or long term contracts.
Our investment advisors meet with you, at no charge, to determine whether our services are compatible with your needs. We learn about your financial goals and you gain a better understanding of the scope of our services.
Our number one priority is ensuring you don't outlive your money. Biechele Royce Advisors makes sure you understand the need to triple your income during a normal retirement simply to maintain your standard of living. We show you how good financial decisions today allow for choices tomorrow - the choice of where to live, how much to spend, where to vacation, what car to purchase, and much more. We believe having choices is the true meaning of financial freedom.
Our investment professionals are happy to meet with you at any time to learn more about your financial needs and allow you to learn more about our services. Please feel free to contact us with questions or to arrange a meeting with one of our investment professionals. We look forward to hearing from you.