401(k) & 403(b) Fiduciary Advisors, Inc.
Vision and Values
COUNT ON 401(k) & 403(b) Fiduciary Advisors to create superior value by passionately going the extra mile everyday. We attribute our success to our strong team and eight guiding principals:
INDEPENDENCE
We are completely independent; we have no ownership interest in or affiliate relationships with money managers, recordkeepers or administrators. We embrace the highest ethical values of truth, honesty, integrity and professionalism.
OBJECTIVITY
We strive to provide advice that is unbiased and free from any conflicts of interest; we receive no benefits from money managers for recommending their products.
PASSION
We have a pervasive and unrelenting desire to do things the right way and succeed in meeting our clients' retirement plan goals.
KNOWLEDGE
We seek to create understanding through experience, learning and listening. Our professionals consistently review and benchmark all plan administrators, funds, fees and services.
RESPECT
For our plan for sponsors, participants, trustees, fiduciaries and each other.
EXCELLENCE
In everything we do.
TEAMWORK
In building long lasting relationships.
RESULTS
In getting it done right.