Broker Check

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.

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

Suitability vs. Fiduciary Standards: What's the Difference?



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.

Mark discusses what it means to be a fiduciary and the duty to always act in our clients' best interest.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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