Many clients are concerned with volatile markets, taxes, and unfavorable conditions and they seek professional guidance to safeguard and protect their wealth. That’s when they have to ask themselves, “Who will care about my financial wellbeing as much as I do?” Here at Brophy Wealth Management, LLC we strive to do just that.
One way we demonstrate a high standard of quality and fiduciary responsibility is through our advisors obtainment of professional designations. The advisors at Brophy Wealth Management, LLC hold, or are candidates for, the designation of CERTIFIED FINANCIAL PLANNER®.
The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice. As CFPs, they are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. This includes always putting clients’ interests ahead of their own.
CFP Board’s Standards of Professional Conduct
CFP Board’s Code of Ethics
