Trust... Loyalty... Disclosure

Union Financial Partners take their role as a "Fiduciary" very seriously and strictly adhere to the definition developed by NAPFA, The National Association of Personal Financial Advisors:

Fi • du • ci • ar • y

A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

Fee Only Advice

Union Financial Partners offers independent, fee-only advisory services. There are no insurance or investment products behind our strategic planning recommendations.