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​​​​Fiduciary Oath

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.  

​Click here

​to print an unsigned copy of this oath that you can take to any other advisors you are interviewing.

Step 1:  Schedule Your 15-minute Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise

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