What is a fiduciary, and are your advisors fiduciaries?

We know this sounds a bit legalistic, but it’s important.  A fiduciary is someone who has the power and responsibility to act in another person’s best interest, always with trust, honesty, and good faith.  It’s the highest standard of care in the financial world—and by law, it means always putting clients first.

For us, it’s simple — doing the right thing is just how we operate.  So yes, we are 100% fiduciaries, and you can always count on us to put you first.