1 fiduciary

   noun               fi·du·cia·ry             \fə-ˈdü-shə-rē, -ˈdyü-, -shē-ˌer-ē\

  1. one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation.

Our Connections

Bob Stowe,CFP® and Roddy Warren,CFP® are CERTIFIED FINANCIAL PLANNER™ professionals. This means that each has passed a rigorous training and testing program offered through the CFP Board of Standards. While anyone can call himself or herself a “financial planner,” only those who have fulfilled the certification and renewal requirements of the CFP Board of Standards can display the CFP® mark of distinction. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® mark of distinction provides that sense of security by allowing only those who meet the following requirements the right to identify themselves as CFP® professionals.

CFP® practitioners agree to abide the CFP® Board’s Code of Ethics and Professional Responsibility which requires them to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. The Code of Ethics states that CFP® practitioners are to act with integrity, offering you professional services that are objective and based on your needs. They are required to provide you with information about their sources of compensation and any conflicts of interest, in writing.

For more information, visit www.cfp.net or www.letsmakeaplan.org.

 

 

 

National Association of Personal Financial Advisors (NAPFA)                                           &  the Fee-Only Network

A message from NAFPA:

"We strive to earn your trust every day. In part, we do this because Bob Stowe is a Fiduciary Advisor. Read more on why this is important for you below.

The mission of the National Association of Personal Financial Advisors is to promote the public interest by advancing the profession of financial planning based upon all our core values, thereby improving the quality of clients’ lives. Before gaining acceptance as a NAPFA-Registered Financial Advisor an individual must meet very strict membership standards focusing on education and training as well as services offered and compensation earned."

NAPFA Fiduciary Oath:

The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.

The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client’s business.

For more information, visit www.NAPFA.org or www.feeonlynetwork.com.

 

 

 

Dimensional Fund Advisors

To help us effectively and efficiently implement our recommended investment strategy, we often turn to Dimensional Fund Advisors’ family of funds, which offer investors practical solutions designed according to the same “science of investing” principles we espouse. Stowe Financial Planning is among a select group of advisors who have completed Dimensional’s requirements for incorporating their funds into our clients’ portfolios. In Dimensional’s own words: “We strive to build deep, enduring relationships with advisors who share our desire to pursue better financial outcomes for clients.” 

That said, we are not obligated to use Dimensional’s funds and we receive no incentives or compensation for doing so, as our clients’ fee-only, fiduciary advisor

For more information, visit www.dfaus.com.

 

 

 

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1 Source: http://www.merriam-webster.com/dictionary/fiduciary

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