Fiduciary & Fee-Only - Our Pledge to You
At Arbor Wealth Management, we believe that acting as fiduciary advisors is the only way business should be done in the wealth management and financial planning industry. That’s why we have committed ourselves to the following pledge in everything we do.
“I pledge to act as a fiduciary and in the best interests of my clients at all times. I will always disclose any conflicts of interest which could impact the impartiality of my advice, and I will always disclose any and all fees received as a result of my services.”
This is our pledge to you, to our clients and to ourselves.
If you aren't working with a fiduciary advisor, or if you aren't sure if your current advisor is a fiduciary, please don't hesitate to reach out to us for help. It’s your money, you deserve to know.