FEE-ONLY FINANCIAL PLANNING FOR VETERINARIANS
We were founded on the belief that everyone, regardless of means, deserves sound financial advice.
We've worked with hundreds of veterinarians and their financial challenges. We have the expertise to help you align your finances to your goals.
About
Even Keel
Principal
Advisor
C. Jerome Mopsik
Jerome has spent his career helping people navigate complex financial situations. More than half this time, with a veterinary company where he had an opportunity to become friends, learn from and get to know first hand the challenges facing veterinarians today. After long days of treating patients, dealing with clients and fulfilling family responsibilities, it is easy to get financially off course. Jerome’s specialty is bringing confidence and clarity to your financial life; helping you define financial goals then crafting a streamlined plan to reach them on or ahead of schedule.
Jerome is a fiduciary and fee only advisor. This means he will not sell you financial products and will act in your best interest at all times.
Veterinarians are compassionate and hard working, and deserve the same time and attention to their finances as other highly educated professionals. The important financial decisions you make today can have life-long implications. Our unique and long-time experience working with vets can help you make the best choice for your future.
We're passionate
about the needs of veterinarians
Why Choose
Even Keel?
Our Advisory Board
We are a standalone company, not employees or salespeople of a brokerage, bank or insurance company (who act in their own best interest). We are regulated solely as fiduciaries. This means we are ALWAYS required to act in YOUR best interest.
We're Independent Fiduciaries
We do not sell products for commission, we are fee only advisors. We charge an annual fee for financial planning which includes up to 500,000 of investment management. Additional assets under management are billed at a reduced scale.
Our Fees Are Clear and Fair
Our physical office is in Saratoga Springs, New York, though we are able to offer our full scope of services to Veterinarians across the country, thanks to our first class hosted systems
We Work Where You Are
I work with veterinarians to make their lives easier by removing uncertainty and bring clarity around their financial life; then charting a course with them to align their money with reaching their goals.
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C. Jerome Mopsik
founder + principal advisor
Serving veterinarians and their families
Even Keel Advisors upholds the principles of honesty, integrity, competence, and diligence. We are a fiduciary for our clients and believe in the following principles:
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The duty, at all times, to act as a fiduciary, in the clients best interest and place the interests of clients first. Avoiding serving our own personal interest ahead of yours
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Working diligently to ensure no client is preferred over any other client
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Avoid or disclose and manage conflicts of interest that allow (or appear to allow) a person to profit or benefit from their position at the expense of clients, or bring into question the person’s independence or judgment.
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Protect client information and maintain confidentiality
We always act as fiduciary, in a professional manner, with transparency and respect for our clients, naturally prohibited from engaging in any practice that defrauds or misleads or engaging in any manipulative or deceitful practice with respect to clients or securities.
Ethics at Even Keel
Interested in Working Together?
Schedule a free, no commitment call so we can learn more about your goals and see if we're a good fit to create the future you want.