Progress Wealth Management is a unique type of financial advisor. We are referred to as a fiduciary financial advisory firm meaning we’ve minimized any potential conflict of interest and have an ethical and legal requirement to prioritize our clients’ best interests over our own.
How is this unique? Most financial advisors abide by the suitability standard meaning that they’re not required to give you the absolute best recommendation at every step of the way (just an okay one is fine).
How have we done this? By eliminating any inherent conflicts of interest that traditional financial advisors have (i.e. commissions, referral fees, soft-dollar arrangements, etc), we have ensured that our clients can trust that no matter what, we’re not in the sales business; we’re purely employed to benefit our client’s best interest.
We have an ethical and legal requirement to work in the best interests of our clients at all times. Coupling this with our average tenure in the financial sector of 10 years and you know that you’re hiring an expert to help you reach your goals more easily. We aren’t paid any referral fees nor do we sell life insurance or participate in any product sales. We abide by the fiduciary standard and are happy to sign a fiduciary oath if you request it.