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.