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Fiduciary Oath:

I will exercise my best efforts to act in good faith and in your best interest.

I will provide written disclosure prior to our engagement (and anytime during our engagement) of any conflicts of interest which reasonably may compromise my independence or impartiality.

Neither I nor any party in which I have an interest receives any compensation that is contingent on your purchase or sale of any financial product.

I do not receive a fee or other compensation from any other party based on any referrals I provide.

In other words:

  • I will always act in good faith and with candor
  • I will be proactive in disclosing any conflicts that may impact you
  • I will not accept any referral fees or compensation contingent on the purchase or sale of a financial product.

Additionally, my firm is committed to the Best Practices For Professional Conduct Standards put forth by the Institute for the Fiduciary Standard.  Read the full document here.