What is a fiduciary?

A fiduciary is someone who has a legal or ethical responsibility to act in the client’s best interests at all times. As a fee-based, SEC Registered Investment Advisory (RIA) firm, Brogan Financial and our advisors act as a fiduciary. In layman’s terms, this means an advisor has to always do what is best for the client, and not consider what is best for themselves or the firm. We speak your language so you can clearly understand all of the components of your financial plan. Our team is committed to enhancing the client experience and providing service with excellence and integrity.