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Fiduciary Financial Advisors


Wayne and Scott both have been CFP® professionals for over 20 years.  They have been following the Fiduciary standard since becoming a CFP®.  This means that they follow the CFP® Board’s Code of Ethics and Standards of Conduct that reflects the commitment that all CFP® professionals make to have the highest standards of competency and ethics for their clients. At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client. Something that has always been key and important to Wayne and Scott's beliefs in serving clients. CFP® Code of Ethics and Standard of Conduct.

Fiduciary Duty

Adhering to high standards of ethics and competency, we develop, implement and monitor financial plans and investment strategies for our clients. 

Our Fiduciary Duty to you the Client is:

At our core we act with honesty, integrity, competence and diligence.

We act in the client’s best interests.

We put the client’s best interests above our interests and the interests of our firms.

We act without conflict of interests: clients are made fully aware of conflicts of interest.

Full Code of Ethics and Standards of Conduct