Our Difference

The process of choosing a personal financial advisor can be confusing. Stockbrokers, life insurance agents, and investment advisor representatives are often known to the public as “financial advisors.” However, not all financial professionals are fee-only investment advisor representatives.

Fee-only investment advisors are legally required to abide by a fiduciary standard of care in all of their recommendations. This has important implications for investors, and we believe every investor should understand this issue before working with a financial professional. The “Fiduciary Principles” page discusses this issue in more detail.