Our Core Values

Our core values are the foundation of everything we do at Plotkin Financial Advisors. They define who we are, what we do and how we do it. We base our philosophy on the strength of our relationships. Clients and associated professionals will always have an open line of communication with us, built on a dependence for quality and integrity.

  • Fiduciary Responsibility

    We must always do what is best for the client.

  • Integrity

    We adhere to the moral and ethical principles of honesty and excellence.

  • Independence

    Our independence, entrepreneurial spirit and flexibility, provide clients access to all the best of class investments be can find.

  • Innovation

    Encourage innovation and creativity through on-going due diligence meetings and a continuous study of the latest advances in the portfolio and financial planning disciplines.

  • Objectivity

    We never forget that it is our clients’ money.

  • Evaluation

    Provide ongoing advice and guidance about each clients’ specific situation.

  • ALWAYS do what is best for the client

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