Mission Statement and Culture

Pearson Financial Services is an independent firm, bringing integrity, accountability, exceptional experience and life enriching counsel, integrating, consolidating, coordinating and simplifying all of your family's investment needs. Our fundamental responsibility is to improve the lives of those we serve.

Our culture, our “True North” at Pearson Financial Services is humility. To us, humility is a measure of the esteem with which we regard our clients. Humility is also the absence of self-importance. We respect each client’s personal experience, their beliefs and feelings. Acting as a fiduciary, we put their interests first and we are accountable for our recommendations. If we fail you, we fail ourselves. The most important yardstick for us is the number of people we have influenced in a meaningful positive way. At Pearson Financial Services, there can be no loftier ambition than to help a family through each challenging stage of their financial lives with peace of mind and dignity. Our contentment comes from acting in harmony with our inner truth, with our culture, with our true north. Our past experiences shape our beliefs, which in turn dictate our behavior as your advisor and service provider.

Ralph Waldo Emerson defined success with these words: “To laugh often and much; to win the respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate beauty, to find the best in others; to leave the world a bit better; whether by a healthy child, a garden patch or a redeemed social condition; to know even one life has breathed easier because you lived. This is to have succeeded.”

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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