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WE HELP BRING YOUR CORE VALUES AND FINANCIAL LIFE INTO PROPER ALIGNMENT

ABOUT US

FIDUCIARY FIRM  -  WE PUT YOUR INTERESTS FIRST

Acting in your best interest is the only way we know how to do business. That’s why we’re completely independent and operate as a fee-only fiduciary firm. We have no affiliations with any other firms that would create a conflict of interest. All of our compensation comes in the form of fees paid directly by our clients; we receive no compensation in the form of commissions, soft dollars or other third-party, indirect payments.

We are strong proponents of the Fiduciary Standard, which means we believe in always placing our clients' interests ahead of our own. We believe in doing what is right at all times. Our advice to you is totally based on what we believe is best for your individual situation, not what might gain us increased income in the form of commissions or other compensation.

On behalf of our clients, we are extremely proud to commit to the following five fiduciary principles:

  1.   We will always put our clients' best interest first.
  2.   We will act with prudence; that is, with skill, care, diligence, and good     judgement of a professional.
  3.   We will not mislead clients, and we will provide conspicuous, full and fair disclosure of all  important facts.
  4.   We will avoid conflicts of interest.
  5.   We will fully disclose and fairly manage, in our clients' favor, any unavoidable  conflicts 

At TCM Wealth Advisors, everything starts with one simple belief—you deserve financial advice that puts you first. The U.S. Department of Labor’s new Retirement Security Rule, effective September 23, 2024, reinforces what we’ve always stood for: financial professionals who give retirement advice must act in their clients’ best interests, charge fair fees, and be completely transparent. We’ve always followed that standard—long before it became a rule—because doing what’s right for you is simply the right thing to do.

When you choose to work with us, you’ll receive a signed copy of our Fiduciary Oath, created by the Committee for the Fiduciary Standard. It’s our written promise to always put your needs ahead of our own and to act with honesty, care, and loyalty. If another advisor isn’t willing to make that same commitment, that’s a sign they may not be putting you first. You deserve advice built on trust, integrity, and your best interests—every time.