Advisor Alignment
Have you ever asked yourself,
“Does my advisor really understand what matters most to me?”
We believe your financial plan should reflect who you are — not just what you earn. That means listening closely, asking better questions, and building strategies around what actually matters to you: your family, your values, your long-term vision, and the future you want for the world.
“Bias — even unconscious bias — could influence an adviser’s recommendations.” — MarketWatch, April 2025
Smart Decisions Start with the Right Conversation.
Values Influence Advice
When your advisor understands what matters most to you — your values, goals, and worldview — they can tailor strategies, recommendations, and charitable planning that align more closely with your priorities. This alignment helps ensure your financial decisions reflect not just your wealth, but your intentions and the impact you want to make.
The Trouble with Misalignment
When your advisor’s approach doesn’t reflect your values and long-term priorities, it can lead to missed opportunities or planning that feels disconnected from your goals. Over time, that disconnect can make it harder to achieve the outcomes that matter most to you.
A Progressive Foundation
Leonard Golub, New Capital’s founder and president, has long been active in progressive movements focused on equity, sustainability, and responsible leadership. New Capital was built on these principles, and they continue to shape how we serve our clients — with empathy, transparency, and a deep commitment to aligning strategy with purpose.
Looking for guidance that reflects your priorities?
At New Capital, we help you build a financial plan centered on your values, goals, and long-term vision.
Take the Next Step
-
Your advisor’s perspective shapes how they interpret risk, opportunity, and long-term planning. When your values don’t align, it can lead to recommendations that don’t reflect your priorities — even if they’re technically “correct.”
-
Objectivity is essential — but it doesn’t mean neutral or value-less. Good planning integrates facts and personal context. Your worldview, preferences, and intentions are key inputs. An advisor who doesn’t recognize that might miss what’s most important to you.
-
Pay attention to moments of discomfort or hesitation — like when you avoid bringing something up, or when their advice doesn’t sit quite right. If you feel like your questions or concerns are being minimized, it’s worth exploring further.
-
When your advisor’s approach doesn’t reflect your values or goals, you may miss key opportunities — whether in charitable giving, tax planning, or long-term strategy. Over time, even small disconnects can lead to a plan that no longer supports the outcomes you care about most.
-
We begin with thoughtful conversations — not just forms and data. We ask what matters most to you — and we listen. Whether your focus is sustainability, responsible investing, or long-term impact, we tailor your plan to reflect your values and goals.
Common Questions
Disclosures
New Capital Management is an SEC-registered investment adviser. The views expressed on this page reflect the perspectives of New Capital Management and are intended for informational purposes only. They are not intended as investment, legal, or tax advice and should not be construed as a recommendation to engage in any particular investment strategy. Past performance is not indicative of future results.