Fiduciary Standard

Operating my practice under the Fiduciary Standard enables me to focus on what my clients want and need, rather than on what the management of a large financial institution expects  its advisors to do for the benefit of their stakeholders.

I control the size of my practice and the amount of time I spend with my clients. My clients and I collaborate to choose the investment solutions and strategies we believe are best-suited for their risk tolerance and goals. I also have greater flexibility with respect to the use of technology and platforms to improve operational efficiencies and control costs.

Through our affiliation with Stratos Wealth Advisors, A. Carmi Financial, Inc. will always serve as a fiduciary, putting our clients’ interests first. Using Stratos Investment Management we have access to a wide range of investments with which we develop customized portfolios to meet each client’s unique needs.

As a CERTIFIED FINANCIAL PLANNER PROFESSIONAL® (CFP®), my goal is to align my clients’ financial objectives with a level of service and commitment they expect and will always receive from me and my staff. Every investment and wealth management recommendation is made with each client’s best interests in mind. Best interest means financial as well as personal happiness and well-being.

Neither Stratos nor A. Carmi Financial, Inc. provides legal or tax advice. Please consult legal or tax professionals for specific information regarding your individual situation.