Updated: Oct 14, 2020
3. We adopt a Fiduciary Standard in our relationship with you.
We proactively adopt and implement a Fiduciary Standard in our relationship with you, your family, your assets, and your financial future.
Simply stated, we look out for you.
As a fiduciary financial advisory firm, we are your professional educated financial advocate.
Our relationship is based on trust that the advice and solutions we give are free of bias and conflict of interest.
Very few financial advisors are legally and ethically bound to reduce conflicts of interest and work in the best interest of those they serve. Most are salespeople with you as their customer.
But we always have your back.
A fiduciary advisor is your only choice if you want truly independent service.
*To see the whole list of "117 Things" in progress, click here.