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As a fee-only investment advisor representatives, we are required by law to act in your best interest and avoid all conflicts of interest. As a Registered Investment Advisor firm, we act as fiduciaries to better serve you.
When we act as your fiduciary, you can rest assured that we are recommending investments that are best for you, not for our bottom line.
Michael Parry and Robert Runde are Certified Financial Planners (CFP). The Certified Financial Planner designation is the recognized standard of excellence for personal financial planning. CFPs must pass the most rigorous financial planning credentialing process and meet high continuing education requirements every year in order to remain certified. Ethical professional conduct rules are also strictly enforced by the Certified Financial Planner Board of Standards.
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