A fiduciary is a person or corporation that acts on your behalf to manage your financial interests. The fiduciary financial advisors at Dechtman Wealth Management always act in your best interest to help you reach your financial goals. We take this legal responsibility seriously and commit to maintaining our fiduciary oath.
Every fiduciary financial advisor at Dechtman Wealth Management adheres to the five principles of the fiduciary oath:
We will always put our clients’ best interest 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 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
It is important to remember that not every financial advisor is also a fiduciary advisor. Unless an investment advisor is registered with the U.S. Securities and Exchange Commission (SEC) or a state securities regulator as a registered investment adivisor, or are a CERTIFIED FINANCIAL PLANNERTM professional (CFP®) they are not held to the standards of the fiduciary oath.
Stockbrokers, insurance agents, broker-dealers, and other standard financial advisors follow suitability obligations. This means these agents have to supply suitable recommendations to their clients but aren’t required to put clients’ best interests above their own.
When you want financial advice that puts your money first, you need a fiduciary investment advisor.
To find the right fiduciary financial advisor for your needs, there are a few questions you can ask prospective agents:
The long-term health and strength of your investments directly correlate with your financial advisor’s knowledge and skill. Take the time to find a fiduciary advisor who puts your financial needs first.
With more than 35 years of financial know-how and industry knowledge, Dechtman Wealth Management is dedicated to giving you the best, most efficient investment experience in Denver, Colorado. We uphold our fiduciary oath by always putting your best interests first, while also taking it a step further.
You should have a clear, complete understanding of how you are investing, where your money is going, and what fees you are paying. Our fiduciary financial advisors use common language instead of industry jargon to ensure you truly understand your investments.
Make an appointment with a fiduciary advisor at Dechtman Wealth Management to take control of your financial future and investments.