A Financial Advisor
is a generic job title often used by someone who is not required to hold any specific credential.
- Anyone can be a "Financial Advisor"
- May not be required to abide by any educational, experience or ethical regulation
- May not be a fiduciary, compromising loyalty between their firm, themselves, and their client
is a professional who required by law to put their clients' best interest before their profits.
- Makes recommendations on a Fiduciary standard, not the "Suitability" standard
- Has taken an oath and is required by law to put your best interest before their profits
- The Department of Labor may require retirement advisers to abide by this standard
Experience the Difference for Yourself
Our team has committed themselves to a Fiduciary oath, which means our Fee-Only compensation model protects our clients from high-cost products and commissions. As your portfolio grows, so do we.Meet Your Fiduciary
How should money be managed?
Choosing who manages your money is a very important decision.
Understanding exactly how it's being managed is equally critical.
Straightforward, low-cost investments
Advisors putting your interests first
Advice uninfluenced by sales commission
Personalized for your unique financial plan