What is a Fiduciary? A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.As your fiduciary advisors, we will:Execute a management contract that clearly spells out our responsibility to youProvide a written financial planProvide a detailed list of servicesProvide a clear, graduated fee schedule Avoid commission and unnecessary feesAvoid conflicts of interest at all times Request a Meeting Name Email Address Phone Question Thank you! Oops!