The importance of being an independent firm in our industry is enormous. It distinguishes our advisors from sales people. The advisor you will be working with is not compensated for selling specific investments. This way, we focus completely on clients, not products. Unlike most advisors, we are not obligated to put the interest of the firm ahead of the client. We have the freedom to provide objective, comprehensive advice that is customized to your plan. All of our advisors have taken a fiduciary oath; an oath that only about 20% -25% of financial advisors adhere to. Along with this code of ethics, all of our advisors have their CFP® designations and put an emphasis on continuing their education. A client of ours is a client of the firm, not of the advisor. Although our clients partner with a specific advisor, our entire team works with them to meet objectives.