Our Values

These are the values that govern our practice. They are behind our initial inception, our everyday conduct, and our clients’ successes.

"Integrity is the essence of everything successful." - Benjamin Franklin

As an independent firm, we have complete freedom in what we provide clients. For this reason they need to know that we ensure integrity in each piece of advice we offer. That’s how we earn trust with clients, and it’s how they come to find success through our approach. Our high standards and integrity are fundamental to building trust and creating long-lasting relationships with our clients.

"Price is what you pay, value is what you get." - Warren Buffet

Those who work with us know what they’re paying for and why. We strive to offer the best value for clients by customizing all our services.

"The only source of knowledge is experience." - Albert Einstein

We partner with the best professionals in the industry, adding to our wealth of experience.

"Understand that the right to choose your own path is a sacred privilege. Use it. Dwell in possibility." - Oprah Winfrey

It is our belief that objectivity enhances the suitability and quality of our independent investment advice.

The Unique Opportunities of Working with Perron & Partners

  • Get advice that's highly customized from a firm that's truly independent.
  • Strengthen your bottom line with both tax and cost control strategies.
  • Invest without limits on selection, research or personalization.
  • Benefit from multiple sources of idea generation.
  • Find your way through life's challenges with simplified guidance.
  • Stay sheltered from unnecessary risk with our approach to risk-adjusted returns.
  • Call our office and get an answer - every time.
  • Gain long-term stability for you and your family.
  • Look to 100+ years worth of investment insight.
  • Learn more through our conference calls, resources and newsletters.