Provisions Wealth Planners acts as a fiduciary in many of our client relationships. A fiduciary is any person or institution who has the power to act on behalf of another in situations that require great trust, honesty and loyalty. When acting in a role of fiduciary, we are bound to act in your best interests and must set aside our own personal motives in favor of you.
Our fiduciary responsibilities cover all of our client advisory accounts under our Registered Investment Advisory firm, Advisors' Pride, DBA Provisions Wealth Planners. Also covered under the fiduciary responsibilities are all of our individual retirement accounts as well as all of the company sponsored retirement plans in which we are the named financial advisor.