Lynn O’Shaughnessy hits another one out of the ballpark with this article on the difference between a broker and a fiduciary advisor. If you don’t know the difference I beg you to read this article.
I am a fiduciary advisor, you can read more about what that means on my website at www.meridianwealth.com. I am also an Accredited Investment Fiduciary.
The differences may seem small on the surface, but as you drill down deeper you’ll find that the difference could mean a lot of money taken from or added to your bottom line.
The real bottom line is – why would you work with anyone who wasn’t required to put your best interest first?
Scott Dauenhauer, CFP, MSFP, AIF