NorthStar Capital Advisors
Fiduciary Oath
NorthStar Capital Advisors makes the following fiduciary pledge as your financial advisor:
- We will always put your financial interests ahead of our own and that of our firm.
- We will remain objective and unbiased in providing investment and financial advice to you.
- We will be proactive in promptly disclosing conflicts of interest, if any.
- We will never accept compensation from anyone other than you, our client.
- We will be completely transparent in disclosing and explaining all costs and fees associated with our services.
- We will not accept any compensation for recommending an investment or referring any service to you.
- We will always act with prudence, diligence, skill, and good judgment.
We will keep all of our communications confidential and will never disclose your information to anyone without your prior written consent.
Dr. Chris Mullis, PhD, CFP®
Financial Advisor & Founder
In other words, we will treat you with the honesty and integrity that you would expect from someone with whom you are entrusting your retirement.