MEDICUS WEALTH PLANNING

As fiduciaries we are entrusted and required by law to put our client's best interest first at all times. Similar to the Hippocratic Oath for physicians, the Fiduciary Standard places us under both a legal and moral obligation to put our clients' best interest ahead of our own. You might find it odd (as we do) that not all financial advisors are held to this same standard. In many cases, financial advisors are simply held to a Suitability Standard, which only requires them to make recommendations that are suitable for their clients, not necessarily what is best for them.

Primary location: Draper United States