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Fiduciary Standard

We Are Committed to the Fiduciary Standard

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:

  • 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 we will provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in our clients' favor, any unavoidable conflicts.

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.

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