Fiduciary Now. Fiduciary Always.

February 23rd, 2017 Posted by Financial Education, Life Planning 0 thoughts on “Fiduciary Now. Fiduciary Always.”

You may have noticed the word fiduciary bouncing around the news lately. The Department of Labor (DOL) announced in April 2016 that financial advisors who provide retirement investment advice would be held to a new fiduciary rule — that is, they would be required to put investors’ interests ahead of their own. What followed was applause in some corners, angst in others, and spirited dialogue and debate all around the room. Now, the fiduciary rule hangs in midair as the new administration has asked the DOL to review the wide-ranging implications if the rule is implemented.

What does all of this mean for our clients? Absolutely nothing.

We have already committed ourselves to the highest fiduciary standard — voluntarily, happily, and with a tremendous amount of pride. We avoid conflicts of interest, and provide guidance and services that are always the best for you.

No matter how things play out with the fiduciary rule, we are committed to doing what’s right for you. We don’t need a rule to guide us. We already do the right thing. We always have, and we always will.

The concept of working with a fiduciary has been awakened. There is now a broader awareness of what it means and how it helps investors. If you know someone who is currently not being served by a fiduciary advisor — someone we can help — please let us know. We are devoted to helping investors reach their highest aspirations by serving as their advocates.

We’ll close by sharing a comment from Tim Maurer, our director of personal finance through the BAM ALLIANCE. He says, “Fiduciary — to me, to us — is really about a state of heart, a state of mind. It’s the way we operate. It’s who we are. It’s the only way we know how to do things.

If you would like to discuss this topic, or any other financial planning matter, please give us a call at 203-985-0448. We look forward to hearing from you.

[Photo credit: Stuart Anthony on]



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