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Fiduciary Oath

I believe in treating others how I wish to be treated.  Therefore, I commit to the following fiduciary principles:

  • I will always put my clients’ interests first.
  • I will act with prudence and the skill, care, diligence, and good judgement of a professional.
  • I will not mislead clients and will provide full and and fair disclosure of all important facts.
  • I will avoid conflicts of interest.
  • I will fully disclose and fairly manage, in my clients’ favor, any unavoidable conflicts of interest.

In other words, I will treat you with the honesty and integrity that you would expect from someone with whom you are entrusting your financial well-being.  If this sounds like the kind of relationship you want with your advisor, contact me today to schedule a 15-minute introductory call.

- Richard Archer