Universal Value Advisors, an investment advisory firm headquartered in Reno, Nev. has joined The Fieldstone Financial Advisors Network of Foxborough, Mass.
The combination of the two organizations will strengthen the services of each, said Kristofor R. Behn, CFPÒ, the founder and chief executive officer ofFieldstone Financial. (www.fieldstonefinancial.com)
Behn said clients of Universal Value Advisors will benefit from the enhanced technologically driven, high touch private client level service offerings of theFieldstone Financial Advisors Network, which has been designed to support the firm’s mission of partnering with select advisors around the country to deliver truly objective financial advice to end clients.
The co-founders of Universal Value Advisors — Dr. Robert N. Barone, a noted, Georgetown-educated economist, and Joshua A. Barone, the firm’s managing partner — will also join the research collaborative at Fieldstone Research. Dr. Barone will become a partner of Fieldstone Research and will take on a leadership role within the Foxborough, Mass., based, data driven firm.
“We are excited to add the insights and vast investment experience of Dr. Barone and Josh Barone to the research collaborative here at FieldstoneResearch. Their contributions will further our efforts to support our growing national network of affiliated advisors and the clients they serve” said Behn.
“Aside from being enveloped in our trademarked Advice. Not ProductsÒ private client service approach, Clients of Universal Value Advisors will see little immediate change” Behn continued.
Clients of Universal Value Advisors will continue to enjoy unfettered access to Robert and Joshua Barone but will enjoy the additional depth the Fieldstoneteam overlay creates, Behn added.
With roots dating back to 1965, Fieldstone Financial is one of the oldest, continuously operating fee-only financial planning and investment advisory firms in the United States. Fieldstone leverages technological capabilities and human capital to provide a refreshing approach to financial planning and investment management that have both become intentionally complicated.
Universal Value Advisors was founded in the Lake Tahoe area by Robert and Joshua Barone in 2005.
Fieldstone Research and Fieldstone Financial are not affiliated entities.
