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 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:

 

Mike Minter

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

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About 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