40 S. River Road
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