Founded in 1999 by Jeff Voudrie, this firm operates as a Registered Investment Advisor (RIA) under the legal name Common Financial Sense, LLC. The company's mission is to provide clients with a straightforward, "common sense" approach to investing, emphasizing low-cost, diversified, and evidence-based strategies. It focuses on private portfolio management for individuals, aiming to guide them toward a secure retirement by avoiding common industry pitfalls like high fees, market timing, and speculative investments. The firm acts as a fiduciary, meaning it is legally obligated to act in the best interests of its clients.

Founded in

United States