Sworn Fiduciaries
As fiduciaries, we have an obligation to act in the best interest of our clients, at all times. Our promise to clients is deeper than doing what is right, it is what pushes us to be better. We want the clients we serve to know the high ethical standards we live by.
​
Below is the Fiduciary Oath all employees must sign to declare their commitment to our clients.
Fiduciary Oath
-
I will act in the client’s best interest.
-
I will treat people with honor and dignity.
-
I will disclose all necessary information to make decisions.
-
I will not intentionally mislead.
-
I will avoid or disclose conflicts of interest.
-
I will maintain confidentiality to protect the privacy of client information.
CFP® Certification Standard
Clients deserve to work with professionals who meet the highest standards. Planning activities are either performed or supervised by a CERTIFIED FINANCIAL PLANNER™ professional.
​
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
​
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks