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Why Work With A Fiduciary


Not all financial planners are the same, including when it comes to providing fiduciary services. There are advisors who can consistently operate in a fiduciary capacity, others who only act as a fiduciary when providing certain services, and some who are not allowed to take on fiduciary obligations at all. When you work with an Accredited Investment Fiduciary® (AIF®) designee, however, you can be certain that you are working with an advisor who has the necessary training to follow the standard fiduciary process.

AIF® designees have been certified specifically to follow a fiduciary process with their clients’ best interests at heart. Designees must provide documented industry and educational experience to qualify for the designation, as well as complete AIF® training covering Prudent Practices® for managing fiduciary assets for wealth, nonprofit and retirement clients. After passing the necessary examination, designees showcase their professionalism by committing to follow the AIF® Code of Ethics and Conduct Standards and completing the continuing education requirements to maintain their designation.

At National Wealth Network, we are an independent firm committed to offering a customized, distinct approach to financial planning to help as you work toward your goals. Our approach to investing is founded upon the highest fiduciary standards. Our independence serves as a basis to create a personalized investment strategy tailored to your financial goals. We strive to create individualized strategies for our clients with high ethical standards. Our advice is driven by one concern alone: the best interests of our clients. 

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