We Are Fiduciaries

We Are Fiduciaries

Everything we do on behalf of our clients is at the Fiduciary Level of care.  This is the highest level of customer care possible in the Financial Services Industry.

The Certified Financial Planner Board of Standards, in their Code of Ethics and Professional Responsibility, defines a Fiduciary as “one who acts in the utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.”

To put it another way, a financial advisor acting as a Fiduciary must place the interest of the client ahead of his or her own personal interest AT ALL TIMES.

If you would like more information on the Fiduciary Standard of Customer Care, let us know, and we will promptly forward you that information.