FINANCIAL ADVICE YOU CAN TRUST… FOR A CHANGE
Since Taconic Advisors was founded, we have been committed to a fiduciary relationship with our clients. This means your interests always come first.
Meredith Briggs: Fiduciary Oath
As a member of the Alliance of Comprehensive Planners (ACP) we share a common pledge to our clients. This means that, in our service relationship, you can expect us to be:
Holistic in outlook. We will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
Professional in conduct. We will protect your privacy. We will strive to maintain the highest ethical standards possible in oury work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.
Educational in nature. We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.
Independent in compensation. We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.
Committed to your success. Holistic financial planning is a process, not an event. We commit to adjusting your plan as your life goals change