WHAT IS A FIDUCIARY?

A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.

A fiduciary might be responsible for general well-being, but often the task involves finances—managing the assets of another person, or of a group of people, for example. Money managers, financial advisors, bankers, accountants, executors, board members, and corporate officers all have fiduciary responsibility.

OUR COMMITMENT

There has never been a more relevant or crucial time to work with a financial professional who is a true fiduciary. The demand for best interest financial planning from consumers and regulators alike is not going away.

Everyone in our firm holds the Certified Financial Fiduciary® (CF2) designation. The CF2 designation is reserved for financial professionals who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. The CF2 is the only designation that focuses solely on training financial professionals to be true fiduciaries.