Are you CEFEX Certified?

Yes, as a Center for Fiduciary Excellence certified firm, we are independently audited annually by a fiduciary expert to verify that our advisory and consulting services are consistent with industry best practices and the Prudent Practices. When a firm is CEFEX-certified, it is demonstrating adherence to a defined Prudent Practices for Investment Advisors standard, which contains 21 practices and supporting criteria.