Independent by Design

Third Stanza Group isn’t part of a larger financial institution. We don’t answer to a parent company, bank, or brokerage firm. This independence isn’t accidental. It’s how we’re structured from the ground up.

Without institutional pressure to sell particular products or meet sales targets, we can focus entirely on what serves your specific situation. Our only business is providing advice. Our only client is you.

We’re compensated directly by you based on the assets we manage—never through commissions, kickbacks, or third-party payments. This fee-only structure eliminates the most common conflict of interest in financial services.

When your portfolio grows, we benefit. When markets decline, we’re right there with you working through it. Our compensation model ensures that your success and ours are completely aligned.

Fiduciary in Every Decision

As a registered investment advisor, we’re legally bound to act in your best interest—not just when it’s convenient, but in every single recommendation and decision. This fiduciary duty isn’t optional or situational. It’s our legal and ethical obligation.

That means if the best answer is a low-cost index fund instead of an actively managed portfolio, we say so. If you should hold cash for a year while you figure things out, we’ll tell you. If doing nothing is the right move, that’s what we’ll recommend.

Built on Transparency

You should understand exactly what you own, why you own it, and what you’re paying for advice. We explain our recommendations in straightforward language, without hiding behind jargon or financial terminology.

Our remote-first structure lets us serve clients across Arizona, Washington, and Oregon with personal attention, without the overhead of expensive office space. We invest in technology, security, and expertise, keeping our fees competitive and our focus where it belongs: on you.