12644 Chapel Road,
If you have been searching for a financial advisor you likely have come across this word as it is being thrown around quite a bit these days. Very simply…a fiduciary is someone that “manages other people’s assets and has a legal and ethical obligation to put the other party’s interests first.”
One would think that anyone and everyone in the business of managing assets and guiding people through difficult and sometimes complicated financial situations would be a fiduciary….unfortunately, one would be incorrect. Not all advisors are fiduciaries and not all advisors will put your interests before their own.
Contact our office today for a complimentary consultation and start experiencing financial management and planning solutions built around the most important detail...YOU.