Our Fiducuiary Role


A Fiduciary Advisor is a financial professional who applies the highest duty of loyalty and care toward their clients, which requires them to act in their clients best interest, at all times and under all circumstances, based on their unique investment objectives, risk tolerance, and financial circumstances.

 

One would think that in the Financial Services profession this has always been a standard practice. Unfortunately, it has not, and regrettably this has led to too many sales-focused advisors who sometimes put their own interests ahead of their clients when making investment recommendations and giving advice.

At Timmick Financial Group, we’ve always embraced our Fiduciary responsibility and have always operated to the highest standards of client care. Our licensing and accreditation legally requires us to impose a Fiduciary standard of care to our clients. Mark Timmick has earned the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies®.

The Accredited Investment Fiduciary (AIF®) designation signifies specialized knowledge of Fiduciary responsibility and the ability to implement policies and procedures that meet the defined standards of Fiduciary care for performing investment analysis and research, for making client investment recommendations, and for overseeing portfolio management. 

Our Ultimate Test -- With every recommendation we consider, we ask ourselves--would we make the same recommendation to ourself or a close family member if we were our client and had the exact same circumstances? This is our sole benchmark, with no outside influence or incentives allowed.

In working with a Fiduciary you can be confident we will only do what is right for the person you are and the unique circumstances you face.

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