Here at Best Path Advisors, one of our core values is placing our clients' best interests first, and therefore we have committed to the Five Fiduciary Principles created by the Committee for the Fiduciary Standard:
These five principles are central to how we serve our clients and their families on a day-to-day basis. It is the reason we have chosen the independent model of practice. We want our work for you to be based on what you need, not on sales quotas or production requirements. We carry out our commitment through personalized, holistic financial plans with recommendations based on your goals; ongoing support and updates with regular meetings and communications; quick response to your questions; unlimited phone calls and emails; transparency on fees and compensation, and attention to details.