The Higher Fiduciary Standard: Putting Your Interests First

Most financial professionals work for a firm.
We work for you.

As a fiduciary, we are legally and ethically bound to put your interests first—no commissions, no sales quotas, no conflicts of interest.

The Fiduciary Pledge

Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The 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Why Most Advisors Aren’t Fiduciaries

Most brokers, bankers, and insurance agents are employees of their firms. They must serve their employer’s interests—and can be influenced by commissions, bonuses, and quotas.

Most brokers, bankers, and insurance agents are employees of their firms. They must serve their employer’s interests—and can be influenced by commissions, bonuses, and quotas.

Fiduciary works for you

Insurance agent works for a company

Banker works for a bank

Broker works for a firm

Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The 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Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | 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Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | 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Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | 

Legally bound to put your interests first.

Trust

Backed by years of market experience and analysis.

Expertise

Held to the highest ethical standard.

Accountability

All fees disclosed—no hidden commissions.

Transparency

A disciplined focus on building lasting wealth.

Results

What Makes a Fiduciary Different

Fee-Based Advisor

Fee-Only Fiduciary

Compensation

Paid only by client

May earn commissions from product sales

Loyalty

Solely to client

Split between client and employer

conflicts

None

Possible

regulation

Government agencies

Brokerage associations

standard

Fiduciary

Suitability

“Fiduciary” Comes from the Latin fiducia — Faith, Confidence, Trust.

That’s exactly what you deserve from your financial advisor. When your adviser’s loyalty belongs only to you, your financial strategy becomes clearer, calmer, and more effective.

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