Our Duty

As an independent investment advisor representative of The Certus Financial Group, we are held to a strict fiduciary duty meaning we are required by law to act in the best interest of our clients at all times. Most financial advisors and insurance representatives are held to a suitability standard, meaning they only have to recommend what is suitable for the client and not necessarily what is in their best interest. The fiduciary duty is the absolute highest standard of accountability in the financial services industry. It's very easy for a financial advisor to be a salesperson instead of a fiduciary.

We have a fiduciary responsibility to our clients. We benefit when you benefit, and our firm is committed to your priorities being our priorities.