Welcome to Find My Fiduciary

We’re glad to have you listed. Now that your submission is complete, here are a few quick steps to finish setting up:

  • Update your profile with a detailed bio and current contact info

  • Upload a professional headshot to help your listing stand out

  • Share your listing with your network—let clients and colleagues know they can now find you here

Fiduciary Commitment

By joining Find My Fiduciary, you agree to uphold the core standards of a fee-only fiduciary.

Putting Client’s Interests First
I believe in placing my client’s best interests first. I proudly commit to these five fiduciary principles:

  • I will always put my client’s best interests first.

  • I will act with prudence—with the skill, care, diligence, and good judgment of a professional.

  • I will not mislead clients and will provide full and fair disclosure of all important facts.

  • I will avoid conflicts of interest.

  • I will fully disclose and fairly manage, in the clients favor, any unavoidable conflicts.