Your Interests Take Priority

Uphold the legal fiduciary duty to prioritize Clients’ interests

Offer comprehensive financial planning Provide fee-only guidance

Refrain from accepting commissions

Ensure transparency in client costs, fees, and conditions

Provide visibility into portfolios and investments

Maintain independence from banks, broker dealers, insurance providers, or custodians

Assess client performance returns using impartial third parties

Abstain from crafting products for sale or pricing public securities

Avoid holding or controlling client assets, securities, or funds