Focus On Fiduciary-Contacts

These advisors are held to a fiduciary standard...is yours?

“Holding to a fiduciary standard means doing what’s right for clients - without hesitation.”
Vincent A. Schiavi, CFP, CPA/PFS

“As a fiduciary, my only interest is that of my clients’ benefit.” Steven Podnos, MD, CFP®

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Consumers: Are you a consumer with more questions about Fiduciary Standards? Listen to NAPFA's Fiduciary Podcasts, and read our materials. You can also contact NAPFA's National Office at 800-366-2732 to request more information about objective, Fee-Only, comprehensive financial planning and advisors who practice in your area.

Professionals: Are you a Fee-Only financial advisor who is ready to commit to NAPFA’s Fiduciary Oath? Contact Sharon Zurek, NAPFA Membership Manager, at 800-366-2732, ext. 106, or membership@napfa.org.

Media: Are you a member of the media seeking to talk with a NAPFA representative about Fiduciary issues? NAPFA wants to hear from you! Contact Benjamin Lewis, NAPFA’s public relations representative, at Perception, Inc., by calling 301-963-7555 or emailing Benjamin.lewis@perceptiononline.com.

fi•du•ci•ar•y – A Financial Advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a fiduciary, the Financial Advisor is required to act with undivided loyalty to the client. This includes disclosure of how the Financial Advisor is to be compensated and any corresponding conflicts of interest.