Do you have questions? We may have the answers.
​Contact THREE BEARINGS

Have questions about how to start? Looking for more information about our firm? Wondering why we still use Daylight Savings Time? We may not have all the answers, but we'll do our best to get the answers you need.

fiduciary advisors

​We also acknowledge our fiduciary duty to our clients right in our name, keeping it at the forefront. You may not be familiar with the word fiduciary, but you certainly understand the concept behind it. A fiduciary has a duty to act in the best interest of the people they serve. It’s that simple. As a fiduciary, our relationship with you brings with it three fundamental values: 

Trust

Loyalty

Transparency

A fiduciary’s clients should know exactly how their advisor is compensated and whether there are any conflicts of interest that might influence their advice. 

How do you know if your current or prospective advisor adheres to a Fiduciary Standard? Ask the following questions:

• Are you held to a fiduciary standard in all dealings with my financial matters? 
• Have you disclosed all current and potential conflicts of interest that exist between us?
• Do you receive any commission-based compensation or other incentives?
• Do you receive referral fees from other service providers?
• Have you signed a Fiduciary Oath?

Please review our Client Relationship Summary (Form CRS) for more information about our firm.