Our Fiduciary Obligation

We always act in your best interest.

We are an independent registered investment advisor. That means we act as your fiduciary. A fiduciary duty is generally regarded as the highest legal duty one party can have to another and we consider this to be a critical element in the client-advisor relationship.

A fiduciary duty establishes a legal responsibility to always act in the client’s best interest and we take that responsibility very seriously. Not all investment professionals operate under this fiduciary standard and, therefore, may provide advice that is more in line with the advisor’s interests as opposed to the client. In differentiating investment professionals, it is important to determine who they answer to. Is it to their clients, their firm, or themselves?

With no added financial interest tied to providing one product over the other, our investment product universe is larger and remains strictly objective to tailor a customized financial solution that is in our clients’ best interest. We enjoy the freedom and flexibility to create a plan that best suits the unique circumstances and objectives of each of our clients. Because of this, we are free to present the best and most appropriate investments for your life–stage and needs.