Wayne B. Titus III, CPA/PFS, AIFA founded AMDG Financial and AMDG Business Advisory Services in 2002 based on his 15 years’ experience at two large accounting firms working with Fortune 50 clients. He dove into entrepreneurship to make a bigger impact on people's lives. As a fee-only fiduciary adviser, his loyalty is to his clients: he places their interests ahead of his own or his firm’s. With assets of more than $150 million, AMDG Financial integrates tax, financial and investment strategies to help clients make financial and life transitions successful on purpose. The company's credo is, "From financial wisdom, better stewardship.” His latest book is The Entrepreneur’s Guide to Financial Well-Being (Lioncrest Publishing, March 2019). To learn more, visit amdgservices.com.
When to Break Up with Your Financial Adviser: Five Red Flags Every Entrepreneur Should Know
A great relationship with your financial adviser is a bit like a relationship between partners on an episode of The Amazing Race. The two of you should work as a team, outlining the terrain of your life, plotting your goals and objectives, identifying the obstacles and plans to work around them, and …
