I believe in placing our clients’ best interests first. Therefore, I am proud to commit to the following five fiduciary principles:
I will always put our clients’ best interests first.
I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
I will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
I will avoid conflicts of interest.
I will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
Jon A. Munson, CPA/PFS
Montlake Financial Services, LLC
We treat you with the honesty and integrity you would expect from someone with whom you are entrusting your financial future. Please click here to print an unsigned copy of this oath so you can take to any other advisors you are interviewing.