What is a Fiduciary ?
A fiduciary is a person or entity legally obligated to act in the best interests of another party, managing their assets or affairs with care, loyalty, and honesty. Examples include financial advisors, trustees, or guardians, who prioritize the beneficiary’s interests above their own, often bound by strict ethical and legal standards.
Know the difference
Features
Non- Fiduciary
EDIFY FCG
Standard Fiduciary
FAQ
What does it mean to be a fiduciary?
A fiduciary is legally required to act in your best interest, prioritizing your financial goals over their own, unlike non-fiduciaries who follow a suitability standard.
How does Edify’s fiduciary duty differ?
Edify upholds a fiduciary duty with enhanced transparency, integrating lawyers and CPA’s and strategic partnerships to deliver holistic, client-first financial strategies.
Why choose Edify’s fiduciary services?
Edify offers comprehensive planning, tax optimization, and business consulting through a dedicated team and professional network, ensuring personalized solutions.
How does Edify support business owners?
Edify provides specialized business consulting and succession planning, leveraging CPA and legal expertise to align with your business and financial goals.
How does Edify handle tax planning?
Edify integrates CPA expertise to create tailored tax strategies, optimizing your financial plan for efficiency and compliance.
How does Edify ensure transparency?
Edify provides clear fee disclosures, real-time reporting, and proactive 24/7 support, ensuring trust and alignment with your financial interests.