As fiduciaries, we have an obligation to act in the best interest of our clients, at all times. Our promise to clients is deeper than doing what is right, it is what pushes us to be better. We want the clients we serve to know the high ethical standards we live by.
Below is the Fiduciary Oath all employees must sign to declare their commitment to our clients.
I will act in the client’s best interest.
I will treat people with honor and dignity.
I will disclose all necessary information to make decisions.
I will not intentionally mislead.
I will avoid or disclose conflicts of interest.
I will maintain confidentiality to protect the privacy of client information.
Clients deserve to work with professionals that meet the highest standards.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
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Now that you know more about us, take your 1st step in the financial planning process with a complimentary meeting.
In addition to our offices in Boston and Washington D.C., we use web conferencing to connect with clients in 14 states.