What it Means to be a Fiduciary
Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA). More importantly, we are a Fiduciary – legally and ethically bound to act in the best interests of our clients. Most financial advisors are not fiduciaries.
Choosing the Right Financial Advisor
Whether you’re looking for your first financial advisor or looking to make a change, there are some important questions to ask yourself and the potential advisor.
Financial Synergies is Ahead of the New Fiduciary Rule
In early April, the Department of Labor released its final version of its fiduciary rule for financial advisors.
The Value of Objectivity
Our founder and President, Mike Booker, was recently featured in The Suit magazine in an article titled “The Value of Objectivity“. The article focuses on what it means to be a fiduciary, taking care of client needs, and how retirees can …
President Obama Seeks New Rules for Brokers
The White House has called upon the Department of Labor to hold financial brokers and professionals to a higher Fiduciary Standard. The Fiduciary Standard is a simple yet important concept. Simply put, when advisors act as fiduciaries, they are placing …
Registered Investment Advisor: Why This Distinction Matters
We are often asked the question, “What makes you different?” There are many things that set us apart from our competitors, but there is also an official distinction we hold over the majority of other financial advisors. For more than …