In the competitive, fast-paced world of financial planning, there are financial planning offices and advisors on every block. We are not all the same, however. We each have our own unique educational background and experiences to draw from. Some of us are independent, while others work for a specific company with limited investment options. Our level of fiduciary responsibility also varies depending on our situation. Before hiring any investment advisor, we encourage you to make sure you understand your relationship with the advisor, his or her fiduciary responsibility and how he or she will be paid. Each of these factors will impact your short and long-term financial health.
At SFM Advisors, we are an independent Registered Investment Advisor, RIA, with a fiduciary responsibility to put your best interests first…always. If you’d like to learn more about us, or have questions about the time of advisor you should be working with, call or email us today. We’d be happy to help you sort it out.
To your wealth,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of SFM Advisors