What Is a Fiduciary Advisor and Why Does It Matter for Your Financial Future?
If you're approaching retirement, recently experienced the loss of a spouse, or navigating a major life transition, understanding what a fiduciary advisor is - and why it matters - is crucial to your financial confidence and peace of mind.
Your Advisor Should Put Your Interests First
A fiduciary financial advisor is legally and ethically bound to prioritize your interests above their own. This means every recommendation they make is genuinely intended to benefit you, not driven by commissions or sales incentives. A fiduciary is committed to:
✔️ Clearly disclosing potential conflicts of interest✔️ Providing transparent, well-researched advice
✔️ Making decisions solely with your best interests in mind
Understanding the Fee-Only Model
At Thistle Wealth, I operate under a fee-only model. That means my sole compensation comes directly from clients, not from commissions or product sales. This fee-only structure offers you:
- Transparency and simplicity in how you're charged
- Confidence that recommendations are unbiased
- Assurance that my advice aligns fully with your financial goals
Why I Founded Thistle Wealth
From Food Processing Engineering Firm Owner to Financial Advisor
Before founding Thistle Wealth, I enjoyed a rewarding career as the owner of a food processing engineering design firm. However, I realized my true passion lay in directly impacting people’s lives through financial planning. Helping friends and family navigate their financial decisions, I saw firsthand how clarity and confidence around money could truly transform lives. This realization inspired me to shift careers and pursue financial planning. Please see my bio.
Why Fiduciary Matters to Me
Integrity, transparency, and a client-first approach have always guided my career. As I transitioned from engineering into financial planning, I knew I wanted to offer a service where my clients never had to wonder if my recommendations were truly in their best interest. That's why I committed fully to the fiduciary, fee-only model. Your financial success is directly tied to mine, creating alignment and trust every step of the way.
How Thistle Wealth Serves You Differently
Personalized Plans Built for Life’s Transitions
At Thistle Wealth, financial planning isn't about products—it's about people. Whether you’re nearing retirement, adjusting to life after the loss of a spouse, or simply seeking financial clarity, your situation is unique, and your financial plan should be too. Our personalized approach ensures we deeply understand your values, goals, and concerns, crafting a tailored strategy that evolves with your life.
What Sets Us Apart
Here’s how we make sure you feel confident and supported:
- Personalized Attention: Tailored guidance and plans specifically aligned with your life’s goals and transitions.
- Fiduciary Responsibility: A commitment to always put your interests first, with full transparency.
- Education-Focused Advice: Empowering you with clear explanations and understanding so you feel confident making informed financial decisions.
To explore numerous examples of how we've supported clients through life’s transitions, visit our Case Studies page.
Ready for a Fiduciary You Can Trust?
Financial transitions can be complex, emotional, and sometimes overwhelming. At Thistle Wealth, I'm here to guide you with compassion, clarity, and genuine care. If you're looking for a fiduciary advisor who places your interests first, listens deeply, and builds strategies that align with your vision, let's talk.
Schedule your complimentary call today—I’m here to listen, guide, and help you achieve the financial clarity and peace of mind you deserve.
