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Fiduciary Oath 2017-05-04T18:02:18+00:00

WE ARE PROUD TO COMMIT TO THE FOLLOWING SEVEN FIDUCIARY PRINCIPLES:

  • We will always put our clients’ best interests first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  • We will not mislead clients, and we will provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
  • We will not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.
  • We will always provide unbiased Fee-Only advice to our clients.

Unfortunately, not all financial advisors are held to the same legal and ethical standards.

We at Milestone have a legal obligation to act as your fiduciary agent and to always do what is in your best interest.

Not all financial advisors are legally held to the same legal and ethical standards. Many financial advisors represent a financial institution and can legally put the financial institution’s interests ahead of clients. As an independent “fee only” RIA we have a legal obligation to act in your best interest. That is why we developed our Fiduciary Oath and are committed to acting in accordance with it at all times.

OUR FIDUCIARY OATH

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