Fiduciary


We are of course your fiduciary but being a fiduciary in English means we are required by law to act in the best interest of you.

We don’t play games. There’s just too much to lose at both ends.

We are SEC-registered and this is how you can check us out…

Go to brokercheck.finra.org.

Click the FIRM tab.

Enter 153855 and hit SEARCH.

You’ll find our registration there. We do business as Avaari Financial.

Good luck and happy planning.