Shakespeare’s Guiding Principles
We have a Fiduciary Duty to put your interests first.
We hold ourselves to the highest Ethical Standard, and avoid situations or relationships that threaten your trust.
We have chosen to be a Fee-Only Advisor, and to forego commission based financial products that create conflicts of interest.
Kevin Reardon has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA) . In addition to tough standards on client-friendly compensation, NAPFA has some of the industry's most rigorous education and training requirements.