I’m proud to be a part of the independent advisor community. In the most simplistic definition, independence means that our firm does not fall under a major brokerage firm, bank or trust company. We operate independently and work for you, not a corporation. This is a hugely important distinction because our model allows us to operate objectively.

I was recently invited to be a part of a national ad campaign supporting independent advisors around the country, and I was taped saying lines like:

I am a fiduciary, not just some of the time, but all of the time.

As a fiduciary, I promise to put your interest first. Always.

As a fiduciary, I promise to always act in the best interests of you and your family.

We believe these statements at our core and think every investor deserves to be served by someone who works solely for them, as their fiduciary. Reciting these lines came naturally and we’re honored to help support the broader community of advisors.