The Fiduciary Standard

At Caledonia, providing independent advice free of conflict is one of our most important areas of focus. The majority of the financial advice industry is mired in conflicts of interest that make unbiased recommendations in the best interest of clients nearly impossible.  

We are in full support of the continued work to develop a fiduciary ruling to expand the role of fiduciaries and cover additional areas of financial planning.

You can be assured that all recommendations are provided based on the suitability for the client and the merits of the individual investment selections. Integrity and trust are two of our most highly prized assets as an independent financial advisor.