Our Fiduciary Oath
Grand Rapids based Fiduciary Advisors
What is the Fiduciary Oath?
Imagine a world where every decision made on your behalf is with your best interests at heart. That’s the essence of the Fiduciary Oath. It’s a promise by financial professionals to act with utmost honesty, transparency, and good faith, ensuring that your financial well-being is always the top priority. It means putting you first, avoiding conflicts of interest, and recommending only what fits your unique financial situation.
Fiduciaries acting in your best interest
Benefits of Choosing a Fiduciary Financial Advisor
Kevin Toler, CRPC®, APMA®
Partner & Private Wealth Advisor.
How can we help?
Our Oath to You
This commitment forms the core of our relationship with you. At Hill Island Financial, we believe in a partnership built on trust, transparency, and a calculated approach to your financial goals. Our Fiduciary Oath is not just words; it’s a reflection of our dedication to your success and well-being. Let’s embark on this journey together, with your best interests at the forefront of every decision we make.
We commit to five fiduciary principles:
- We’ll always put your interests first. We treat your money with the same care as our own.
- We’ll act wisely and carefully, using our skills, due diligence, and knowledge for your benefit.
- We promise to be honest with you, fully disclosing important information and fees.
- We’ll stay away from conflicts of interest.
- We’ll fully disclose and fairly manage any unavoidable conflicts in a way that’s best for you.
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