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[email protected]
Phone: (614) 406-7141

WHAT IS A FIDUCIARY FINANCIAL PLANNER?

A Certified Financial Planner™ who is a member of the National Association of Personal Financial Advisors (NAPFA) commits to upholding a fiduciary oath to act in good faith and in the best interests of their clients.

Major news publications maintain the following articles to educate the public about the fiduciary standard of care for financial planners.
In just a few minutes of learning how to vet a financial advisor, your family could benefit for a lifetime…

FORBES

Fee-Only Financial Planner: What's the Difference
CONSUMER REPORTS

How to Vet a Financial Advisor
ABOUT MONEY

What is a Fee-Only Financial Advisor?
KIPLINGER

What Fee-Only Financial Advice Really Means -
and Why It Matters
YAHOO! FINANCE

Fee-Only vs Fee-Based Financial Advisors:
What's the Difference?
INVESTOPEDIA

Fee-Only Financial Advisors: What You Need to Know
PBS

The Retirement Gamble
U.S. NEWS

Report Says Ads Show Illusion of Fiduciary Duty
CNBC

Is Your Advisor A Fiduciary?
Chances Are, You Have No Idea
NEW YORK TIMES

Pick A Planner Who Can Spell 'Fiduciary'
MARKETWATCH

Why Your Financial Advisor Should Be A Fiduciary
HUFFINGTON POST

How To Pick A Financial Advisor
WALL STREET JOURNAL

How to Choose a Financial Planner
PBS

Can You Afford to Retire?

If you take a brief moment to explore these articles, you will quickly discover FinancialFamilies is proudly positioned to help your family bring success home as your financial planner. Every family has a financial plan, whether they know it or not. Your family will be better off knowing it.

What does my family need to know about choosing a financial planner?

Keep two keywords in mind when choosing a financial planner: FIDUCIARY and FEE-ONLY. Fiduciary fee-only financial planners offer services on a wide range of financial topics, including investments and retirement planning. As a FIDUCIARY, client interests must be held above all else. As a FEE-ONLY fiduciary, advice in the best interests of the client family serves as the sole source of revenue for the advisor. Membership in the National Association of Personal Financial Advisors (NAPFA) confirms a commitment to FIDUCIARY FEE-ONLY financial planning. FinancialFamilies takes great pride in helping loving families bring success home!

Schedule an introduction!

Phone:  (614) 406-7141

Email: [email protected]

2828 Carroll-Southern Road, Carroll, Ohio 43112

Fee-Only NAPFA

FinancialFamilies, LLC (“FinancialFamilies”) is a registered investment adviser offering advisory services in the State of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FinancialFamilies in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of FinancialFamilies, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.