Client Education & Integrity in Financial Planning

At PYA Waltman Capital, what clients don’t see behind the scenes is just as important as what they do. In Part 3 of our conversation, partners Eric Foster and Bill Waltman explore how education, process, and integrity guide every decision we make—and why we focus on teaching, not just telling.

We believe educated clients make better decisions. That’s why we take the time to:

• Explain our investment philosophy and planning approach
• Avoid empty promises and focus on what we can control
• Help clients stay calm and confident—especially in volatile markets
• Raise financial literacy without overwhelming you with jargon

What else sets us apart?

Transparent, in-house investment committee that meets bi-weekly
Deep internal research, valuation modeling, and due diligence
We invest in the same strategies as our clients (“eating our own cooking”)
No outsourced decisions or layers of hidden fees

Our Core Principles:

• Act as a fiduciary, always in your best interest
• Avoid speculation and focus on resilient, cash-generating businesses
• Build trust through transparency and long-term thinking
• Align every decision with your values, goals, and long-term plan

If you want a financial advisor who educates, advocates, and invests with conviction, watch this video to understand why PYA Waltman Capital is different—because what happens behind closed doors matters more than you might think.