ARBOR WEALTH: Fee-only and the fiduciary standard for advisors

Published: Thursday, October 17, 2013 at 04:26 PM.

“… We know that there are many good, honest advisors who provide excellent advice,” Borsi says, “but we also know that today’s investors are more reliant on that advice than ever before, and the old laws don’t provide adequate protection in the current investment marketplace. Our agency’s goal is, first and foremost, to ensure that America ’s workers and their families can enjoy the retirement they worked and saved for.

“Assuming that all things are equal,” says Borzi, “I think the average person would prefer to work with people who are legally required to provide unbiased investment advice and put the client’s interests first.”

Margaret R. McDowell, ChFC, AIF, a syndicated economic columnist, chartered financial consultant and accredited investment fiduciary, is the founder of Arbor Wealth Management, LLC, (850-608-6121—, a fee-only registered investment advisory firm near Sandestin.





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