Fiduciary Oath

We believe in placing our clients' best interest first.  

Therefore, we commit to the following five fiduciary principles:

We will always put our clients' best interests first.

We will act with prudence; that is with the skill, care, diligence, and good judgment of a professional.

We will not mislead clients, and will provide conspicuous, full and fair disclosure of all the important facts.

We will avoid conflicts of interest.

We will fully disclose and fairly manage, in our clients' favor, any unavoidable conflicts.


R. Gardner Sherrill, CFP 

In other words, we will treat you with the honesty and integrity that you would expect from someone with whom you are entrusting your retirement.  Please click here to print an unsigned copy of this oath that you can take to any other advisors you are interviewing.

If this sounds like the kind of relationship you want with your financial advisory team click below to schedule a 15 Minute Introductory Call

Enter your text here..