Our Fiduciary Commitment

What it Means to be a Fiduciary

As a member of the National Association of Personal Financial Advisors (NAPFA) we are bound to a written fiduciary oath to always represent our clients’ best interests in all we do. One of the most important ways this is demonstrated is in how we are compensated. Quite simply, as a Fee-Only advisor, we receive no commissions or any other form of compensation from anyone other than our clients. This is something that our clients value greatly and why they confidently put their trust in us without worrying about conflicts of interest. This is in stark contrast to the majority of other firms who often sell products and receive additional forms of compensation. There is a major, significant difference between a Fee-Only and a Fee-Based financial advisor.

Also, we are happy to provide you with a free, consumer-friendly checklist, which you can print out and use in helping you wisely interview any financial advisor to assure you only develop a relationship with a true, Fee-Only Financial Fiduciary.

Let's Have a Conversation

Our Initial Discovery Phone Call is complimentary and provides the opportunity to get acquainted, discuss your questions, concerns, objectives and current situation and determine if our team and your pursuits are the right fit.

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  • Phone:

    (336) 760-4829

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