As you may hear in the news today (2/3/2017), or over the coming days, the Department of Labor’s Fiduciary Rule has been halted. Epic Financial has ALWAYS and will continue to act as a fiduciary at all times.
Epic Financial is a fiduciary, fee only, registered investment advisor and financial planner, a member of NAPFA and has always operated under the fiduciary rule and will continue as a fiduciary, placing your needs above all other interests, all of the time.
NAPFA, as a member of the Financial Planning Coalition, had a significant role in the crafting of the DOL Legislation.
Again to be clear, this does not change our relationships with our clients or those seeking our services. We have always and will continue to act as fiduciaries, putting your interest first and always disclosing potential conflicts of interest.
Hopefully, one day, the rest of the industry will operate in the same manner.
If you have questions like:
- Is my financial advisor a fiduciary?
- How do I know if my investment advisor is a fiduciary?
- Who are the fiduciary advisers near me?
OR if you are a member of the media, please feel free to fill out our contact form.