1. Law . a person to whom property or power is entrusted for the benefit of another.
Briefly, it means that our decisions and recommendations regarding your investments and financial planning are always made with your best interest in mind. Not our own interests or those of another company’s, but your well-being alone.
The vast majority of our practice is compensated on a fee-only basis. When providing our fee-only services and when considering strategies that may include different or additional compensation, we seek to provide you with the highest quality advice while minimizing the effects of costs on your strategy.. Analyzing the effects of costs on investment returns is always part of our process, and we are constantly searching for ways to increase efficiency for our clients.
We operate by these standards because we believe that our clients deserve the best, and we believe in the service we provide. We believe in the value we bring to our clients, and we enjoy doing everything in our power to help them. Professional advice and assistance should never be based on less.