What it Means to be a Fiduciary Financial Advisor

  • A fiduciary financial advisor manages your money with your best interests in mind.

  • Not all financial advisors are fiduciaries.

fiduciaryfinancialadvisor

Capstone Investment Financial Group is a local financial planning firm serving Colorado Springs and Denver that is dedicated to helping each of our clients pursue their financial goals by delivering fiduciary advice and planning.  The term “fiduciary” is an important concept to consider when selecting a financial advisor.  At Capstone we are bound ethically and legally to act in a fiduciary capacity for the clients we serve. Fiduciary advisors make recommendations in the best interests of clients and client interests come before the firm’s. We seek to disclose all conflicts of interest.

We are there for you. We help you solve problems, make decisions, and act in a strategic way.

Our Fiduciary Oath:

  1. We will always put your best interest first.
  2. We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  3. We will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts.
  4. We will avoid conflicts of interest.
  5. We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

Our team offers fiduciary, fee-only financial planning and investing with a focus on making a long-term positive impact on your personal finances and life. It would be our pleasure to talk to you about your financial goals.

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