Specialties
Setchfield Associates is an independently owned financial consulting firm with more than 24 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. At Setchfield Associates we provide a comprehensive approach to wealth management. We utilize a disciplined strategy that covers the thirteen wealth management issues that are important for our clients to address. Our professional affiliations allow you access to experts in the areas of asset management, estate planning, taxes, and alternative investments for accredited investors. We operate in two capacities: We are registered representatives offering securities through First Allied Securities, Inc. and we are Investment Advisor Representatives offering advisory services through Setchfield Associates. Whether you are just starting to save for your future, or are a seasoned investor, Setchfield Associates offers clear and concise investment advice. We offer investment services to individuals, retirees, business owners, and qualified retirement plans. Setchfield Associates has a unique way of servicing the employees of qualified retirement plans. Our commitment to clients is to always provide straight forward, unbiased, investment advice.