Fiduciary Pledge

The fiduciary standard is a pledge that we, as financial professionals, make to always act in good faith and in the best interest of our clients and in all business activities. As a fiduciary, we have a duty of loyalty and care for our clients that goes beyond just knowing what is suitable for each individual.

As defined by the College of Financial Planning, there are five responsibilities that fiduciaries have:

to put a client’s interest first;
to act with utmost good faith;
to provide full and adequate disclosure of all material facts;
not to mislead clients; and
to expose all conflicts of interest to clients.

While not all investment advisors are required to meet the fiduciary standard, we strive for excellence in all areas of business and service, which means always putting you first.