Trust is the Foundation of Our Relationship.
As a Certified Financial Planner™ and Independent Wealth Advisor at Stratos Wealth Management, I have a fiduciary relationship with my clients. I believe in placing your best interests first, therefore, I am proud to commit to the following principles:
Trust is central to a successful financial planning relationship. You rely on my honesty, professionalism and abilities to pursue your life goals. When you know I take my professional obligations seriously and place principles over personal gain, we can form a good working partnership. The CFP Board’s strict Standards of Professional Conduct are designed to ensure I act in a professionally responsible manner.
Your needs will be at the heart of all my recommendations. As a CFP® professional, I have an ethical obligation to act in your best interest when providing financial planning advice. I will use my experience and judgment to carefully consider your situation, and then give you advice that best meets your goals.
I have demonstrated an appropriate level of knowledge to offer financial planning advice. The CFP® certification provides confidence that I have completed rigorous education and experience requirements — including consistent continuing education coursework — designed to ensure competence in financial planning.
Fair treatment means I will clearly state what services will be provided and at what cost. I will also explain the risks associated with all financial recommendations, along with any potential conflicts of interest.
Before engaging you as a client, we will discuss your goals and objectives and explain what you can expect from the relationship. Once I have determined that I can assist you, I will make recommendations suitable for you. As a diligent planner, I will reasonably investigate the products or services available and closely supervise any staff working with you.