What is a Registered Investment Advisor?
A Registered Investment Advisor has a legal, fiduciary responsibility to their client to put their interests first. We have chosen to become an independent RIA because it reinforces that we are beholden only to our clients. While this may seem like an obvious expectation of any financial advisor, advisors that are not fiduciaries may legally put their own interests, or that of their firm, ahead of their client. When you are considering what advisor to entrust with your assets, but sure to find out if they are a fiduciary – it truly is in your best interest.