Robin Whitlock, EA, AIF

Investment Adviser Representative & Enrolled Agent

Direct: 704-400-8066

Business Address: 136 Corporate Park Drive, Suite I, Mooresville, NC 28117

Fiduciary Standard

As a Registered Investment Advisor, we are bound by the fiduciary standard when serving clients. This means that we will always act in our clients best interest.

A fiduciary is a person with a legal responsibility to act in their clients’ best interest in all their financial recommendations and actions.

To maintain this high standard of care and professionalism and make sure we cater to your specific situation, we first listen to your needs, goals and dreams.

Only then do we provide recommendations based solely on what is in your best interests, building a relationship based on trust, integrity and transparency.

For more information, please contact us.

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