Fiduciary Duty

We know you have choices in who you choose to help manage your wealth. There are stock brokers, insurance agents, financial advisors, planners, consultants, self-titled gurus…but not all are required to do what is in your best interests.

We. Simply. Are.

As a registered investment advisor, we are legally held to a higher standard of care – a fiduciary duty – that puts your needs before our own. 

Our advisors, Justin Follmer and Shawn Brunner, are both CERTIFIED FINANCIAL PLANNER™ professionals. In addition, Justin has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

Can you believe there are some advisors that aren’t held to this standard?

We can’t either.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.