Client Bill of Rights

PROFESSIONAL COMPETENCE

You have the right to sound financial advice from a competent professional. We are committed to life-long learning and professional education in order to stay abreast of new opportunities, regulatory changes, and industry best-practices with respect to wealth management, estate planning, and values-based strategies.

TRUSTED ADVISOR

You have the right to work with a trustworthy, dependable, wealth advisor who truly cares for your well-being, listens to your concerns, and understands your values and goals. Your best interests will always come first.

RECOMMENDATIONS TAILORED TO YOU

You have the right to independent, unbiased advice and recommendations based on your defined values, needs, and objectives, as well as other considerations including individual risk tolerance and liquid net worth.

TRANSPARENCY

You have the right to a transparent relationship and to clearly know the costs for financial planning and investment management services.

CONFIDENTIALITY

You have the right to the strictest levels of confidentiality with the information provided to us.

QUALITY OF SERVICE

You have the right to receive excellent service in a manner that encourages you to recommend us to others, knowing that we will treat your referrals with the same high level of proactive, courteous service.

PROMPT RESPONSE

You have a right to a prompt response from your advisor. We will be available to answer the questions that matter to you as they arise.

Faithful Steward Wealth Advisors
946 Lincoln Way East – Suite 8
Chambersburg, PA  17201
Phone: (717) 496-0900
Email: michael@fswealthadvisors.com