Why Fiduciary Responsibility l Old Peak Finance - Chapel Hill, NC

Why Fiduciary Responsibility

Old Peak has always been a fiduciary. That means we pledge to put your interests first.

Putting you first may seem obvious. But the majority of financial advisors make no such pledge. Wall Street makes money by selling high-priced funds, annuities and other products that frequently are not in the client’s interest. Every day, the majority of advisors face a conflict of interest: selling what’s right for the client or selling what makes the most money for them. You can guess what usually happens.

Old Peak faces no such conflict of interest. We will always put our clients first. That is our pledge, and we live by it every day.

"Fiduciary ... is a mindset ... and binds me to a promise to always do what's right for our clients
– Molly Stanifer, Old Peak Advisor

Click here for a transcript of this video.

We write a lot about the importance of being a fiduciary. Here are a few of blogs on the subject.

The Labrador Retriever Standard

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The Glossy-Brochure-o-Meter

The next time you are approached by a broker, financial …

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Old Peak Finance - The Hypocritical Oath

The “Hypocritical Oath”

Doctors live by the “Hippocratic Oath”, which requires that they …

The “Hypocritical Oath” Read More >

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