Molly Stanifer asks, “Are you in the care of a fiduciary?”
As part of a select group of financial advisors, our colleague, Molly Stanifer features in Schwab’s nationwide advertising campaign. Each commercial promotes independent investment advisors like Old Peak Finance.
Molly’s video focuses on what makes firms like ours unique: we are fiduciaries. We take an oath to put our clients’ interests first.
Schwab is the leading broker working with independent investment advisory firms and provides our clients and us with a robust online platform, careful execution, and responsive customer service.
Old Peak Finance is 100% certain that the independent, fiduciary model is the best for clients. As a result, we avoid the conflicts of interest the big banks face every day, and we can be laser-focused on the only thing that matters: our clients’ long-term success.
Thank you, Molly, for representing us so well.