Broker Check

Our Fiduciary Oath

WE BELIEVE IN PLACING OUR CLIENTS’ BEST INTERESTS FIRST.

Therefore, we commit to the following five fiduciary principles:

  1. We will always put our clients’ best interests first.
  2. We will act with prudence, that is, with the skill, care, diligence, and sound judgment of a professional.
  3. We will not mislead clients but rather provide conspicuous, complete, and fair disclosure of all essential facts.
  4. We will fully disclose and reasonably manage any unavoidable conflicts for the benefit of our clients.

Brently Klontz

Brently Klontz, CFP®, AFC®

Zach Makawi

Zach Makawi, CFP®, AFC®

In other words, we will treat you exactly how we would want to be treated if we were in your shoes. Please click here to print an unsigned copy of this oath that you can take to any other advisors you are interviewing.

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