Our Firm

Fiduciary Duty

When deciding to work with a financial professional, an important consideration is whether the professional is acting as a fiduciary or not. What is a fiduciary and why is it so important? A fiduciary duty is a legal duty to act solely in the client’s best interest, not the investment firms. At The Petricic & Phillips Financial Group, we always put your best interest first. As fiduciaries, we hold ourselves to the highest standard of integrity, loyalty, and call for our clients.

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Don Petricic, CFP®
Tom Phillips, CFP®
Evan Church
Our Broker-Dealer
Why CFP® Certification Matters