Your Family CFO

Comprehensive Wealth Management

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.

____________________
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