303-776-0585 Office
PO Box 6737
Longmont, CO 80501

What is a Fiduciary?

What does Fiduciary mean?
A fiduciary is a person or institution given the power to act on behalf of another in situations that require great trust, honesty and loyalty. Fiduciaries are hired to act in your best interest and must set aside personal motives and conflicts of interest in favor of pursuing the best outcome for your unique situation. Common fiduciaries include attorneys, accountants, business advisors, fee-only financial advisors and registered investment advisors, real estate agents acting on your behalf, estate administrators, guardians, conservators, title companies, and trustees of a trust.

303-776-0585 Office
303-776-9588 Fax
PO Box 6737, Longmont, CO 80501

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