A PERSON OR ORGANIZATION THAT ACTS ON BEHALF OF ANOTHER PERSON OR PERSONS, PUTTING THEIR CLIENT'S INTERESTS AHEAD OF THEIR OWN, WITH A DUTY TO PRESERVE GOOD FAITH AND TRUST.
What it means for you:
Your best interest should come before the interest of the financial professional you are working with, at all times.
What it means for our relationship with you:
Through care and loyalty, we consistently strive to serve our clients, putting their needs at the heart of the relationship. Our client-centered approach to financial planning and investment management allows us to act solely in your best interests, cultivating long-lasting successful relationships built on trust and transparency.
Remember not all advisors are held to the fiduciary standard. Many advisors are actually brokers or “dual registered” this means they may only be held to a suitability standard. The suitability standard means the advisor or broker can put their commissions ahead of your best interest.