An Independent Fiduciary, Advisor & Asset Manager
STRATEGIC FINANCIAL PLANNING
As a registered investment adviser, we owe a fiduciary standard of care to our clients, meaning it is our job and legal mandate to act in the sole benefit of our clients. We do not accept commissions or share revenue of any kind with the investment managers we recommend.
Our fee-only compensation model provides you with peace of mind that you are being served, not sold to, and provides us with the highest level of personal integrity in our work.