Our Code of Ethics

Our Code of Ethics

Over the last 40 years, Bob has been a leading voice for ethical practices in the investment community. As advisors, Bob and Andrew follow the Certified Financial Planner Board of Standards, Inc. code of ethics.

1 – Act with honesty, integrity, competence, and diligence.

2 – Act in the client’s best interests.

3 – Exercise due care.

4 – Avoid or disclose and manage conflicts of interest.

5 – Maintain the confidentiality and protect the privacy of client information.

– Act in a manner that reflects positively on the financial planning profession and CFP® certification.

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