Our Loyalty To You

Despite the financial industry not requiring it, Lindenwood Financial upholds the standard known as “fiduciary duty” for our clients. This means we put clients’ interests ahead of ours at all times.

Many advisors and firms fall under the lesser “suitability standard” where they must have a reasonable basis to believe the recommendation is suitable, but do not need to put clients’ interests ahead of their own.

Under the higher fiduciary standard, we commit to the following principles for our clients at all times:

We will place your interests above ours. This means we will act without regard to the financial or other interests of our owner, our employees, the firm itself, or any individual or entity other than you.

We will act with the care, skill, prudence, and diligence that a prudent professional would exercise in light of your goals, risk tolerance, objectives, and financial and personal circumstances.

We strive to avoid conflicts of interest. If any arise, we will fully disclose them to you, obtain your informed consent, and properly manage the conflict to continue to act in your best interests.