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What is a Fiduciary?

A fiduciary relationship requires advisors to do what is “in the best interests of the client".

Unfortunately, many individuals who call themselves "financial advisors" operate in a legal framework where their recommendations need only be suitable for the clients. In our opinion, suitable is simply not good enough!

Our clients come first culture underscores how seriously we honor our fiduciary obligation to act “in the best interests of the client”. Anyone who hires an advisor deserves to be treated under that standard, and when our clients sign an advisory agreement, that is exactly what they will receive.