Being a Fiduciary

Our fiduciary duty is to put our clients first

The fiduciary duty to act in the best interest of our clients is a legal obligation we take very seriously. As a fiduciary, we are bound to avoid any conflict of interest that might impair our capacity to act for the benefit of our clients. For more than 20 years, we have been firmly committed to placing our clients’ interests above our own. This commitment to honest and ethical behavior has helped us build a trusted and successful firm.

Why work with an independent Registered Investment Adviser?

*Click above for the benefits.

* TD Ameritrade Institutional is the firm that we use to custody our client assets. TD Ameritrade and Westfield Financial Planning are separate and unaffiliated firms and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any adviser. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Click here to read Mark's blog post, Fiduciary, Schmiduciary – Who Cares?

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Compensation

WE ARE A FEE-ONLY ORGANIZATION.

We do not receive commissions, referrals, or other compensation from any source. This means no hidden or extra fees. This allows us to recommend the most suitable portfolio for you regardless of the compensation structure. Our incentive is to make money for you, not on you.
Our full compensation arrangements are disclosed and readily available to you as required by the CFP® Code of Ethics.