Developing the best solution possible for each client on an individual basis is something we take very seriously. As such, BACK9 prides itself on being a completely independent financial advisory firm.

We are not affiliated with any insurance, investment or technology companies. We do not have any proprietary products.

This independence allows us to provide unrestricted access to the “best of breed” financial solutions and products available in the marketplace that best fits YOUR unique situation. We may be compensated through fees and/or commissions, depending on the solution and products selected. This compensation flexibility allows us to provide the best solution for you, our clients.

We strongly believe that it is vital to educate our clients in order to make more informed financial decisions. Many claim to deliver superior service. We practice it every day as we serve our clients.