This is the most common question I hear during a first meeting. To be honest, I think everyone feels like they should ask this question, even if they don't know what it means.
Yes, you should ask the question, and yes, I am a fiduciary. Let me tell you what that means.
In simple terms, a fiduciary is a financial professional who has an obligation to act in the best interest of their clients. As a fiduciary, I have three main duties:
- Duty of Loyalty: Your financial interests come before mine.
- Duty of Care: I work prudently and diligently for you, with an eye towards your values, goals, and timelines.
- Duty to Follow Client Instructions: I will always comply with your instructions to the best of my abilities, while staying true to the rules and regulations of the industry.
Over the course of my career, I have always and will continue to take the time to know my clients on a personal level. You can trust your financial well-being is anchored in my integrity, knowledge, and experience.