RIO Financial Planning is a Registered Investment Adviser dedicated to helping people reach their financial goals. Whether you’re just starting out or well on your way, we can help make sure that you’re taking the best steps to get to where you want to be.
Ethics Statement
RIO is committed to doing what is best for our clients, no matter what. RIO is a Registered Investment Advisor (RIA), and all RIA firms have a fiduciary duty to their clients. This means that RIAs are required to provide advice that is genuinely in the client’s best interest.
In order to accomplish that, we pledge to do the following for every client we work with:
Give advice that is in the best interest of the client, not the best interest of RIO or any of it’s employees.
Eliminate conflicts of interest wherever possible.
Openly discuss any remaining conflicts of interest with clients.
Never charge more than what is fair and reasonable for services provided.
Never accept any gifts or freebies of any kind from investment companies or their representatives.
We are committed to building a relationship with each and every client that is based upon trust and integrity.