Rebecca Kennedy, CFP®
Julie Fletcher McDaniel, CFP®
Scott Arnold, CFP®
What It Means to Be a Fiduciary
Would you like to work with an advisor that puts their interests ahead of yours?
We didn't think so. Work with us instead.
As fee-only fiduciaries, we...Are not compensated by commissions or product sales.
Are only compensated by our clients.
Have no hidden 12b-1 fees.
Have transparent and upfront pricing.
Give advice in your best interest, not ours.