Fiduciary Oath
We believe in placing our clients' best interest first.
Therefore, we commit to the following five fiduciary principles:
- We will 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.
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R. Gardner Sherrill, CFP