Broker Check

Investment Fiduciary

As CERTIFIED FINANCIAL PLANNER™ professionals, we are investment fiduciaries.
The fiduciary duty requires a financial advisor, by law, to act in the best interest of their clients, putting their clients’ interests ahead of their own at all times. Under the fiduciary duty, a financial advisor must provide advice and investment recommendations that they view as being the best for the client.

An investment fiduciary's responsibilities or duties are both ethical and legal.