If you go to a bank advisor like Fidelity, Edward Jones, Waddell & Reed, or Morgan Stanley, who own their own mutual funds, which funds do you think they are going to recommend? Probably their own, right? See the conflict of interest there?

A fiduciary is someone legally obligated to act in the best interest of another. Because of that, we like to refer to them as Best Interest Advisors. As one of the highest legal duties of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests. In other words, we ALWAYS have your back.

Many “financial advisors” say they have their clients' best interests in mind, but are prone to recommend products that they or their company will benefit from. That sounds more like their own best interest. That's why we recommend you don’t use an advisor who is not a licensed fiduciary and don't use advisors who have proprietary products.

As an independent advisor and a fiduciary, we will never limit your options and will always give you honest recommendations.

We will never limit your options and we will always give you honest recommendations.