Are you in the care of a fiduciary?

Submitted by Marc.Jones on July 1, 2020

I’m a fiduciary. It’s a funny sounding word, but it matters. It really matters.

I chose to be an independent financial advisor because it binds me to a promise. Always do what’s right for your clients. So fiduciary’s not just a term, but a mindset. A way of serving. It guides every action we take on behalf of our clients.

Charles Schwab is proud to support the independent financial advisors, who are passionately dedicated to helping people achieve their financial goals. 

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Are you in the care of a fiduciary? Here’s why it really matters. Watch one investment advisor talk about how being a fiduciary is more than a term, it’s a mindset. 

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