FinSyn Insights

Weekly insights on the markets, economy, and financial planning

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

What it Means to be a Fiduciary



Mike Minter

Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. Mike has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA).   Read Mike’s Profile HereRead More Articles by Mike

Recent Posts

Get Our Blog

Weekly articles right to your inbox
*Your email will be kept completely private.