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®
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 firstname.lastname@example.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.email@example.com.