We are Real Fiduciary financial advisors
When you work with a Real Fiduciary, you never have to worry that the financial advice you are getting is tainted and designed to benefit the advisor. We work in your best interest 100% of the time.
WHAT DOES IT MEAN TO BE A “Real Fiduciary” AND WHY SHOULD IT MATTER TO YOU?
A new client meeting five or ten years ago looked like this. I’d be so excited to share with them that I was a fiduciary. I’d explain that I was a Real Fiduciary and I would always put their interests first. I would explain that very few financial advisors were fiduciaries and that most (90% or more) could give advice that wasn’t in their best interest. I would then sit back and wait for them to have an epiphany that working with a fiduciary financial advisor was superior to working with a non-fiduciary. Often though, the aha moment never came. My enthusiasm for all things fiduciary usually fell flat. Why?
