A Fiduciary Approach

The term “Fiduciary” is being thrown around a lot lately, and with good reason, so what does it mean? A fiduciary responsibility means putting the interests of another party before your own, so in our case, putting the interests of our clients before our own. Seems simple enough. Are not all financial advisors fiduciaries? No they are not. Some people may market themselves as “financial advisors” or “financial planners” but depending on their licensing and/or credentials, they may not be legally bound to the same standards.

Ennea Wealth Solutions follows what we believe to be the original fiduciary standard, “The Golden Rule”. “Do unto others as you would have them do unto you.” We believe the rest will take care of itself.

The CFP® Board provides its Code of Ethics and Professional Standards which its certificate-holders must abide by, which includes acting in an investment fiduciary capacity. We embrace these standards.

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