40 S. River Road,
Many clients express concerns about navigating volatile markets, tax implications, and challenging financial conditions. They recognize the need for professional guidance to safeguard and protect their wealth. It prompts them to ask, 'Who will prioritize my financial well-being as much as I do?' At Brophy Wealth Management, LLC, we are dedicated to doing just that.
One significant way we demonstrate our commitment to excellence and fiduciary responsibility is through the professional designations our advisors hold. Our Wealth Management team at Brophy Wealth Management, LLC all possess the esteemed CERTIFIED FINANCIAL PLANNER® designation.
The fiduciary standard of care demands that we act exclusively in the best interests of our clients when providing personalized financial advice. As CFPs, our advisors are bound by the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence, as delineated in the CFP Board's Code of Ethics. This includes an unwavering dedication to putting our client's interests ahead of our own.
CFP Board’s Standards of Professional Conduct
CFP Board’s Code of Ethics