Why Chose Us
To navigate today’s complex financial world, you need the guidance of a trusted, fiduciary, financial advisor.
Fiduciary Responsibility
In the financial services industry, there are generally two ways of obtaining financial advice; one is given by investment advisors and the other by registered representatives or brokers. As an Investment Advisor Representative, I am bound by the fiduciary standard of care. As a fiduciary for my clients I am morally, legally, and ethically committed to always put your interests first. We maintain the highest levels of objectivity and due diligence in everything we do with a duty of utmost good faith and full and fair disclosure of all material fact.
Fee-Only Advice
Under the “Fee-Only” arrangement, our only source of compensation is the payment that we receive from our clients. We do not accept commissions , soft-dollar arrangements, or third-party compensation that could affect the objectivity of our investments recommendations. This eliminates many conflicts of interests that are common to the financial services industry and ensures that we always represent our clients’ best interests when providing advice.
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