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Julie McDaniel, CFP®
Partner, Financial Planner
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.