Monday, January 22, 2007

Financial advice better from fiduciary than broker

SignOnSanDiego.com > News > Business > Lynn O'Shaughnessy -- Financial advice better from fiduciary than broker

Lynn O'Shaughnessy hits another one out of the ballpark with this article on the difference between a broker and a fiduciary advisor. If you don't know the difference I beg you to read this article.

I am a fiduciary advisor, you can read more about what that means on my website at www.meridianwealth.com. I am also an Accredited Investment Fiduciary.

The differences may seem small on the surface, but as you drill down deeper you'll find that the difference could mean a lot of money taken from or added to your bottom line.

The real bottom line is - why would you work with anyone who wasn't required to put your best interest first?

Scott Dauenhauer, CFP, MSFP, AIF