We Pledge To:
​
 
Always place your interests first.

Provide fee-only advice that is free of influences
from​ commissions, sales quotas or bonuses.

Remain independent from any
bank, broker or ​insurance company.

Be completely transparent about
your investments, costs and terms.

Use an independent third party to
​hold and account for your savings.

Never take possession of your securities or money.


Ask your financial advisor for a written copy of their fiduciary pledge.