Client Experience

What’s it like to work with a financial adviser? 

You may not have realized this, but the term “financial adviser” is very loosely regulated in the United States. In fact, anybody can call themselves a financial adviser, and many who do are actually sales people whose “advice” may include helping you choose which of their products to buy. Some advisers have an obligation to sell you a product that’s “suitable” (e.g., it fits your objectives and means), but they have no obligation to look out for your best interests. That’s why AMDG Financial is different.

AMDG Financial is a fee-only, fiduciary advisory firm. We have a legal obligation to place our clients’ interests ahead of our own, or of the interests of our firm. Further, we owe our clients a duty of loyalty, which is not required of some other advisers or brokers. We charge a fee for our services, and discuss that fee with you, so you know what you’re getting, what you’re paying, and why you’re paying it. We follow a rigorous process to ensure we’re always looking out for our clients’ best interests, and submit to a voluntary annual audit by the Centre for Fiduciary Excellence to prove it.

At AMDG Financial, we live the Golden Rule. We treat our clients the way we would like to be treated. So when you work with us, our goal is to help you achieve your goals. And we won’t rest until you succeed.

Contact us to learn more about AMDG Financial’s approach to working with clients.