The Fiduciary Difference

  • There are approximately 310,000 Financial Advisers in the U.S. and only 1.6% are Registered Investment Advisers (source: Fidelity Institutional)
  • We have a legal obligation (fiduciary duty) to provide financial advice that is in your best interest
  • Our recommendations take into consideration your entire financial picture not just the funds invested with us
  • We are a fee-only firm and we do not accept commissions from our investment recommendations