A Heightened Level of Responsibility

We have always maintained that effective relationships with our clients are built on trust.

That trust is grounded in the committment to act solely in your best interest. Indeed, this responsibility is required of investment professionals who act as fiduciaries to their clients. In addition to this requirement,  Craig has undergone study and training to enact fiduciary excellence. This is signified by the Accredited Investment Fiduciary Analyst™ (AIFA®) designation.

Although there is a virtual alphabet soup in the world of finance, the AIFA® designation is one that we feel is particularly important to help make you secure in the knowledge that we aim to not only meet the requirements set forth by law, but wish to exceed them and abide by a gold standard of fiduciary responsibility.

Our promise to you is that you will never have to wonder if your advisor is working in your best interest.