“Client First” means that we have your back.
Fiduciary
We always work as a fiduciary for our clients. “Fiduciary” is a fancy word that simply means we are legally required to act in your best interest and to place your interests above our own. It is a simple concept, but a powerful one.
Some investment professionals are held to a “suitability standard,” while fiduciaries are held to a “best interest” standard. Under the suitability standard, an investment only needs to be appropriate for you, but it is not required to be the best available option. As fiduciaries, we are legally and ethically required to act in your best interest, ensuring that the strategies and investments we discuss are designed to serve your goals first. This means we focus on investment options that are well-managed, cost-effective, and aligned with your objectives.
Unbiased
We created Prism to eliminate conflicts of interest and provide truly unbiased advice. Our compensation is not tied to the investments we recommend. We are paid solely through an hourly fee for our time and expertise.
We do not sell investments, and we do not sell insurance. The only thing we sell is our advice. You can be confident that when we make a recommendation, it is because we believe it is in your best interest.