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Client Centered

A fiduciary is a financial advisor who has an obligation to make financial decisions and recommendations that are in their clients’ best interest. For example, they cannot make certain decisions just because they pay a larger commission to the financial advisor. You need to be able to trust your financial advisor is making investment decisions that are in your best interest. Not only do our financial advisors at Scharf Group operate as fiduciaries, but we are all also Certified Financial Fiduciaries with a moral, ethical, and legal obligation to you, our client.

Fiduciary financial advisors must:

  • Put their clients’ best interests before their own, seeking the best prices and terms.
  • Act in good faith and provide all relevant facts to clients.
  • Avoid conflicts of interest and disclose any actual conflicts of interest to clients.
  • Do their best to ensure the advice they provide is accurate and thorough.
  • Avoid self-dealing, such as purchasing securities for their own account before buying them for a client.
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