What is a Fiduciary?

As a registered investment advisor with a fiduciary responsibility to our clients, our firm is committed to building trust by providing service with integrity and a selfless commitment to putting the needs of the client first. Accordingly, with everything that we do, we consider the impact that our actions might have on any individual client as well as the collective. And, as applicable, we err in favor of our clients even when doing so is at our own expense.

As a fee-only advisor, we do not benefit when our clients purchase any particular product. Nor do we collect transaction fees based on the activity in our clients’ investment accounts. We are compensated for our time and our expertise and for providing a valuable service to the clients who trust us to help them through important financial decisions and goals.

Our Commitment

Our clients can rest assured that we will never “sell” them or recommend any product, investment vehicle or strategy that we know or have reason to believe is not in their best interest. We are committed to compliance with federal and state securities laws and maintaining a Code of Ethics and a Privacy Policy that each reflect our commitment to our legal and ethical obligations.

Read our Code of Ethics >>