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I want to work with an advisor who is a fiduciary

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. All of our financial advisors at Scharf Group has a Certified Financial Fiduciary® certification. Certified Financial Fiduciary® is a professional designation for financial professionals, namely those who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical, and fiduciary standards of service when providing investment advice to potential and existing clients.who have agreed to uphold the highest moral, ethical, and fiduciary standards of service when providing support to prospective and existing clients.

A Certified Financial Fiduciary 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.