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: