At Constellation, we strictly adhere to the following core values:
We are an independent, fee-only advisor and we strive for alignment of interests with our clients above all else.
An Enhanced Client Experience
We engage our clientele in a comprehensive, strategic approach which addresses the entire balance sheet to ensure nothing is overlooked.
Focus on People
Advisors must be qualified to join the Constellation team: they are fiduciary-minded, client-centric, and have strong reputations in the industry as well as in the communities which they serve.