Fiduciary

Being a fiduciary for our clients means that we seek the best results for our client's and put their interests ahead of our own. As fiduciaries, we act with undivided loyalty to our clients and disclose our method of compensation and any conflicts of interest that may emerge. This approach is advice based and contrasts with the “suitability” standard some financial professionals utilize as a means to distribute financial products for a sales commission, as long as a client qualifies for the purchase of a particular product or strategy, whether or not it is in the client’s best interest to do so. When you are entrusting yours and your family’s financial well being to a professional, we think it is in your best interests to work a professional that held to a fiduciary standard.

Whether it’s your retirement planning, tax situation, estate planning or assets at multiple places, it’s fundamentally important that your advisor truly understand you, your goals and your situation. Being an independent registered investment advisor (RIA) Seneca Financial Advisors are in a  position to do that and pride ourselves on strong personal interaction with their clients and dedication to their needs. We believe that our independence is key to offering investment advice based on what’s best for our clients. To learn more about what RIA stand for you, please click on the link below.

What RIA Means for You