One of the biggest advantages to using a fee-only financial advisor is that the vast majority of these professionals operate as fiduciaries, says Luis Strohmeier, partner and wealth advisor at Octavia Wealth Advisors in Los Angeles. Fiduciaries are bound to certain ethical obligations, chief of which is a duty to act in your best interest at all times.
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Octavia Wealth Advisors (“Octavia”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Octavia and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://octaviawa.com.
