Fiduciary vs Broker

Choosing an Advisor to manage your wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life; as well as, decades for your heirs, beneficiaries and charities.

Therefore, it is crucial to work with a firm you can trust - one that is dedicated to understanding and addressing your specific individual goals and needs. Before you make a decision of which firm to use, watch this video, and learn what the differences are between Fiduciaries and Brokers.

A Fiduciary is someone who has a  legal obligation to act on an-others best interest. A Broker is someone who facilitates a financial transaction between two parties, often receiving a one time commission for their services.

Fiduciaries vs. Brokers

Questions? John Doe is an investment advisor representative and a fiduciary. Call (888) 998-4933 or click here to schedule a no obligation initial consultation.




There are many places you can go to get help with your retirement planning. If you're a do-it-yourself kind of person, or you're just looking for some basic guidance, you can check out our online resources to learn the basics (you're off to a good start!), and we're here to help answer any of your questions.