Broker Check

What is a fiduciary, and why does it matter?


(n.) a representative obligated or committed to act in the best interest of one who has entrusted something valuable

(adj.) relating to the trust between a beneficiary and the one who, in an official capacity, represents the best interest of a client 

As fiduciaries, we are committed to creating a partnership that aligns with our clients. We succeed when you succeed.

MAKERS adhere to the following fiduciary standards – We will:

  • Serve the client’s best interests.
  • Act in utmost good faith.
  • Act prudently – with the care, skill, and judgment of a professional.
  • Avoid all conflicts of interest.
  • Disclose all material facts.
  • Control investment expenses.

Your partnership with MAKERS begins and ends with the trust you place in us.

We Are Independent

What does it mean to have a financial advisor who is “independent? And what is the value to you?

The Advantage of Independence