Fiduciary


Being a fiduciary in English means we are required by law to act in the best interest of you, money-wise or not.

No sh*t. Really?

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

But just in case, we are an SEC-registered advisor and here’s 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 your money.