2173 Embassy Drive
Lancaster, PA 17603


(717) 399-5455, Toll-Free (888) 546-2460


(717) 431-2024

What is Fiduciary Responsibility?

When it comes to choosing a financial advisor, it’s important to understand what having Fiduciary Responsibility means.

An Investment Advisor has a fiduciary responsibility to their advisory clients and is obligated to act soley in their best interest.

As a licensed Certified Financial Planner (CFP®)  I have a fiduciary responsibility to act in your best interest , providing objective advice based on your unique situation.