Find & Get to Know Your Fiduciary Financial Planner:

As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Elizabeth Saghi, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Patrick Dinan, CFP®
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I believe everyone has a financial plan, the question is whether or not there is an actual plan in place and being followed. As a fiduciary financial planner, we will work alongside you each step of the way...
-John Wenzel, CFP®
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We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans and south Louisiana.
-Keith Deane, CFP® , CRC® , AIF®
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As a fee-only fiduciary financial advisor, you can rest assured that I am always working in your best interest.
-Danielle Margulis, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Dennis Packard, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Kyle Moore, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Todd Minear, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Derek Hagen, CFP® , CFA®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Keith McGowan, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-David Zaegel, CPA, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Susan Pack, CPA/PFS, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Trent Porter, CPA, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Daniel D. (Dan) Joss, MBA, CFP®, RLP®, CKA®
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I am a fiduciary financial advisor that loves helping women and entrepreneurs dream big, navigate life changes, and find financial freedom.
-Cady North, CFP®, MBA
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Pursue a better investment experience with fiduciary service and capital market expertise.
-Dejan Ilijevski, MS, MBA
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Andrew Novick, CFP®, JD
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-David Meyers, CFP®
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I really feel like I have the best job in the world. I get to help people conceptualize what their ideal life looks like, and then help them arrange the financial pieces to help them achieve it.
-Grant Bledsoe, CFA, CFP®, AIF®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Christopher Girbes-Pierce, CFP®
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As a fiduciary financial planner, you can feel confident in knowing that I am always working in your best interest to provide conflict-free advice.
-Scott Snider, CRPC®, CFP®
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As a fiduciary financial planner, I help my clients make smart decisions with their money.
-Ben Wacek, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Mark Struthers, CFA, CFP®
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As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Philip Wallin, CPA, CFP®
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Search from hundreds of verified fiduciary financial professionals offering a variety of specialties and service models to help you meet your financial life goals.

Why Fiduciary?

Because it’s crucial when choosing a financial planner.

Financial planners and investment managers that are fiduciaries are held to the highest standard of care and are legally required to act in the best interests of their clients at all times.

The Wall Street Journal

“Look for a fiduciary financial planner. In short, this means the financial planner has pledged to act in a client’s best interests at all times. Investment professionals who aren’t fiduciaries are often held to a lesser standard, the so-called sustainability standard.”

PBS

“Your interests are best served by a financial advisor who is a fiduciary. A fiduciary must disclose how the advisor is compensated along with any related conflicts of interest.”

MarketWatch

“Make sure your financial advisor acts according to a fiduciary standard. If not, find one. Your interests should always come first.”

Financial Planners on WhyFiduciary.com are…

 

The financial planners and investment managers featured on WhyFiduciary.com are verified fiduciaries with a legal and sworn obligation to provide financial advice with only your best interest as the driving factor.  To be listed on WhyFiduciary.com, the financial advisor must be affiliated with one of the organizations below that requires and enforces a fiduciary oath, and/or a fully independent Registered Investment Advisor (registered with either the Securities and Exchange Commission or state securities regulators).

NAPFA - The Power of Trust

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.  It’s all a part of the mission of NAPFA.

XY Planning Network

The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.  XYPN advisors specialize in Gen X & Gen Y financial issues, work under a fee-only compensation model (do not accept commissions, referral fees, or kickbacks of any kind), are sworn fiduciaries, and can work with clients regardless of location.

AIF - Accredited Investment Fiduciary

The Accredited Investment Fiduciary® (AIF®) designation, governed by fi360.com, represents a thorough knowledge of and ability to apply the fiduciary Practices. Through fi360′s AIF Training programs, AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Garrett Planning Network

Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients’ best interests first.

ACP - Alliance of Comprehensive Planners

ACP members are best known for offering an open retainer agreement. You pay one annual fee and receive ongoing access to your advisor throughout the year. This open communication is critical to achieving your financial goals.  When you are a retainer client, your advisor will review every aspect of your financial situation: taxes, investment portfolio and strategy, insurance, estate planning, goals, cash flow, money personality, special needs, and more. You’ll receive recommendations that are integrated and appropriate to your situation. With ACP, clients come first.

Registered Investment Advisors (RIAs)

Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice or investment management services to their clients. As independent financial professionals and firms, RIAs can offer unbiased financial advice and are not tied to particular investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.  Learn more about what it means to work with a independent registered financial advisor at Charles Schwab’s findyourindependentadvisor.com

WhyFiduciary.com is Different

Search only verified fiduciary financial planners and advisors

Variety of specialties and service models

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