My name is Tristan Bolton, and I’m the owner of Ideal Financial Advisors. Although I founded our firm in early 2022, I spent 15 years prior to that as a wholesaler for a major broker-dealer. During that time, I worked with hundreds of advisors across the country, which gave me the opportunity to observe how they advised their clients. As a result, I have strong opinions about what it means to be a fiduciary, what it means to bring value to a client and how to quantify that value.

Once dominated by big-name brokerage firms, commission-based advisors and mutual fund companies serving DIY investors, the financial services industry has undergone a remarkable transformation over the past few decades. Today, there are advisors who are fiduciaries in advisory relationships, obligated to put your best interests first, and a myriad of investment products available to meet a wide variety of needs. Ideal Financial Advisors is committed to being on the leading edge of this transformation.

Ultimately, our job is to understand our clients’ goals and aspirations, and help them make educated decisions based upon those inputs. We take a fiduciary approach to pursue quantifiable results for clients and believe productive relationships build long-term trust. We look forward to the opportunity to discuss how we can assist you with your wealth planning needs.