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Sriram Jayaraman
Arthagyan Financial Adviser
Registered Investment Advisor
This financial advisor operates on a fixed fee-only basis, ensuring their recommendations are strictly aligned with your best interests without conflict of interest from commissions or asset accumulation.
Contact Information
Client Focus & Services
Best suited for
Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.
Problems solved
Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.
What this advisor does NOT do
This advisor does not sell insurance products, mutual funds, or any commission-based financial products. They do not accept referral fees from third parties. They do not provide daily stock trading recommendations or speculative investment advice. They do not offer tax return preparation, legal drafting, or actuarial services.