Fiduciary Duty

To most people, the term fiduciary duty is meaningless but its implications are crucial when it comes to managing client wealth.

Simply put, a fiduciary is someone who manages the assets of another person and stands in a unique relationship of trust and confidence.  A fiduciary is required to always act in the best interests of their client.  Fiduciary Duty is widely considered to be the highest level of relationship one party can have to another.

Unfortunately, not all firms or individuals understand the relationships that exist within the investment community.  Many firms portray themselves as fiduciaries, but do not act in the best interest of their clients.  This practice has been very common in the brokerage and insurance industries – where firms make significant profits from selling products and receiving commissions.

When choosing an advisor it is important to know that they are a true fiduciary.  Harvest Financial Advisors is a Registered Investment Advisor, which means we are required to act in our client’s best interests.  We strongly believe it’s the right way to do business.

Certified Financial Planner Board

CERTIFIED FINANCIAL PLANNER™ certification is recognized as the standard of excellence for competent and ethical personal financial planning.

Financial Planning Association

Members commit to objective, client-centered, and ethical financial planning.

Financial Times 300

The Financial Times presents the FT 300 as an elite group. This identifies the industry’s best advisers while accounting for the firms’ different approaches and varied specializations.

Paladin Registry

Paladin Registry provides comprehensive data on financial advisors’ credentials, ethics, and business practices.

MD Preferred Financial Advisor

Financial advisors that are uniquely qualified to work with medical professionals.

2014 Five-Star Professional

The Five Star award goes to professionals who provide exceptional service to clients.

Investor Watchdog

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