Our Fiduciary Oath
Grand Rapids based Fiduciary Advisors
What is the Fiduciary Oath?
Imagine a world where every decision made on your behalf is with your best interests at heart. That’s the essence of the Fiduciary Oath. It’s a promise by financial professionals to act with utmost honesty, transparency, and good faith, ensuring that your financial well-being is always the top priority. It means putting you first, avoiding conflicts of interest, and recommending only what fits your unique financial situation.
Fiduciaries acting in your best interest
Benefits of Choosing a Fiduciary Financial Advisor
Kevin Toler, CRPC®, APMA®
Partner & Private Wealth Advisor.
How can we help?
Our Oath to You
This commitment forms the core of our relationship with you. At Hill Island Financial, we believe in a partnership built on trust, transparency, and a calculated approach to your financial goals. Our Fiduciary Oath is not just words; it’s a reflection of our dedication to your success and well-being. Let’s embark on this journey together, with your best interests at the forefront of every decision we make.
We commit to five fiduciary principles:
- We’ll always put your interests first. We treat your money with the same care as our own.
- We’ll act wisely and carefully, using our skills, due diligence, and knowledge for your benefit.
- We promise to be honest with you, fully disclosing important information and fees.
- We’ll stay away from conflicts of interest.
- We’ll fully disclose and fairly manage any unavoidable conflicts in a way that’s best for you.
Related insights
From Panic to Planning: Transforming Tax Time from Stressful to Strategic
We’ve all been there. It’s late evening April 14th and there isn’t enough wine left in the bottle to get you through the endless labyrinth of forms and receipts scattered across the kitchen table. Panic ensues as the deadline looms. Like every year you’ll squeak it...
Personalizing Your Financial Planning Journey
The Hill Island Financial Onboarding Experience Let's face it, choosing a wealth advisor isn't fun. Unless you're one of those beautiful minds who finds joy in untangling the web of financial instruments and tax codes, you'd probably prefer watching paint dry. How...
Four Consecutive Years of Being Recognized as One of the Best and Brightest
We’re so excited to share the news that Hill Island has been recognized by The National Association for Business Resources as one of the Best and Brightest Companies to Work For in the Nation!
Financial Spring Cleaning
In episode 3, Kevin covers the finer details of financial spring cleaning…
