The fiduciary financial planners at Scarlet Oak Financial Services are licensed IARs, or Investment Advisory Representatives. As financial fiduciaries, they are held to the highest ethical standards in the financial service industry. Regulations require fiduciaries to put your financial interests ahead of their own.
One of our main responsibilities is to provide you with investment-related advice on a fee-based or fee-only basis, rather than brokering, trading, or selling securities for commissions. This structure eliminates a major conflict of interest that causes some advisors to put their need for income ahead of your need to achieve your financial goals.
