Broker Check

Fiduciary Standard

We are fiduciaries before anything else.

As fiduciaries, we will always put your interests ahead of ours. We are a fee-only firm and are committed to maintaining absolute transparency. We accept no commissions or other compensation beyond the fees paid for our services. This allows us to maintain our independence and objectivity.

Although the rules and regulations have started to shift from the "suitability standard" to the "fiduciary standard", we have been well ahead of the curve since our inception.

Fiduciary vs. Broker

Are You in the Right Hands?