Can you imagine a Surgeon not having to make decisions in the best interest of their patient? Probably not.

We all expect our Doctor to place our health and care above their personal gain. That’s why Physicians naturally have to act in a Fiduciary capacity.

How about your Attorney? Or your CPA? Yes, they have to act in your best interest as well. But guess who doesn’t…

Over 90% of so called ‘Financial Advisors.’

You are reading that correct. Most Financial Advisors do not have to act in the best interests of their clients and can knowingly choose to recommend products and strategies simply because it will pay them more.

That is why every Advisor AND employee at Fiduciary Financial has sworn, signed, and is required to abide by the Fiduciary Oath 100% of the time, for every client we serve.

It is critical that every investor work with an Advisor who must put the client’s best interests first. There are many differences between a Fiduciary vs. a Broker (hint: both groups use the title “Financial Advisor” so you won’t know which is which unless you ask!) We make it easy for you to understand our Fiduciary commitment by openly sharing our Fiduciary Oath:

As a pure Fiduciary Financial Advisor, I have sworn the 'Fiduciary Oath' which holds these five principles:

  1. I will always put your best interests first

  2. I will avoid conflicts of interest

  3. I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional

  4. I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

  5. I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts

 

To learn more about the difference between a Fiduciary Advisor and a Broker, check out these articles to learn more: