As a CERTIFIED FINANCIAL PLANNER™ professional, our promise is to ALWAYS act in your best interest.
When it comes to your financial future, trust is everything. That’s why we want to be crystal clear about a fundamental principle that guides everything we do at Einstök Wealth: we choose to serve in a fiduciary capacity – always.
What does that mean for you? Simply put, it means we have a legal and ethical responsibility to act in your best interests, period. This isn’t just a nice sentiment; it’s a commitment to upholding the confidence, good faith, reliance, and trust you’ve placed in us.
Think of it this way: a fiduciary duty is the gold standard in our industry. It’s the highest level of care that financial advisors and their firms can adhere to. It legally requires us to put your interests ahead of our own in every single interaction and decision.
Believe it or not, not all financial advisors operate under this strict obligation. Many are held to a lower standard. That’s precisely why we felt it was so important to explicitly state our commitment to the fiduciary standard here at Einstök Wealth. When you work with us, you can be confident that our primary focus is always on what’s best for you.
This commitment extends to how we operate. You won’t find any commission-based sales tactics or hidden agendas here. Our recommendations are driven solely by what we genuinely believe will help you achieve your financial goals. There’s no hard sell, no secret costs – just straightforward, honest advice delivered with integrity.
To underscore this commitment, we adhere to the following core fiduciary principles:
- We will always put our client’s interest first – ahead of our own, that of our firm, and our employees. As defined by federal law, we will act as a fiduciary.
- When selecting investments, we will act as the client’s agent, seeking the best investments at the best prices at all times.
- While neither we nor anyone can promist superior investment returns, we will provide impartial advice and act with skill, care, diligence, and good judgement in the management of our clients’ investment portfolios.
- We will provide full and fair disclosure of all important facts, including a clear description of the advisory fees we charge, as well as all fees we pay to others on our clients’ behalf.
- We will full disclose and fairly manage, in our clients’ favor, any unavoidable conflicts of interest.
