Weekly insights on the markets, economy, and financial planning
What it Means to be a Fiduciary
August 9, 2018
Mike Minter
Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA). More importantly, we are a fee-onlyFiduciary – legally and ethically bound to act in the best interests of our clients. Most financial advisors are not fiduciaries.
I think sometimes we make the assumption that everyone knows we’re a fiduciary, and understands what that means. But that may not always be the case. Here is a short video explaining what it means to be a Fiduciary:
What it Means to be a Fiduciary
Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA). More importantly, we are a fee-only Fiduciary – legally and ethically bound to act in the best interests of our clients. Most financial advisors are not fiduciaries.
I think sometimes we make the assumption that everyone knows we’re a fiduciary, and understands what that means. But that may not always be the case. Here is a short video explaining what it means to be a Fiduciary:
Click Here to View the Video
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