top of page





Our Fiduciary Obligation To You

Many people do not understand what fiduciary means- placing the interest of the client first! Many people are not aware of the differences between a Financial Advisor and an Investment Advisor. Let's briefly review these differences.


Let's start with financial advisors. First of all, there is no legal definition of a financial advisor. Anyone can call himself or herself a financial advisor. There are no licenses or requirements to be a financial advisor. Financial advisors are not a fiduciary and are not required to place the interest of you first.Any investment recommendations only have to be suitable for you, but not necessarily the best one for you. 


Let's now discuss an Investment Advisor. First, he or she must be registered with the Securities and Exchange Commission or a similar state regulator. An Investment Advisor is a fiduciary and is required to place the interest of you first. Investment recommendations must be in your best interest, not just suitable for you.


We are a Registered Investment Advisory firm with the Securities and Exchange Commission. We have always been a fiduciary and have always placed the interest of our clients first- now and always! 

Our Advisors

Our Team

Click on any individual to visit their bio page.

Check the background of this firm and investment professional on FINRA's BrokerCheck

*Please Note: Limitations: Neither the achievement of any professional designation, certification, degree, or license, nor any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Materetsky is engaged, or continues to be engaged, to provide investment advisory services.

bottom of page