Are you a fiduciary?
A fiduciary is a person who has to place the client’s interest ahead of his or her own. Fiduciaries must also disclose what their fees are, how they’re compensated and any other conflicts or potential conflicts of interest that might influence an individual's decision to use their services. In contrast, non-fiduciary financial advisors might receive a commission in exchange for selling you a particular investment that isn’t the best for you – and not tell you how they’ve profited from it.
We are conscientious of fees, stated goals, risk, and suitability.