a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.
It’s time to make a choice. Plan for your future.
It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.
Why Should I Trust RIA?
Registered Investment Advisors are not here to sell, but to guide.
Registered Investment Advisors are not tied to any specific family of funds or investment products.
Registered Investment Advisors are here to serve your interests – no one else’s.
Meet Darren Lundy
FINANCIAL EDUCATOR / ADVOCATE
Darren has over twenty-five (25) years of experience in Financial Services. He worked as a Banker, an Insurance Wholesaler, and a Financial Advisor. Darren acquired extensive knowledge and expertise in the art of wealth creation during his career with premier firms in the financial services industry: The Ohio Company, First Union Securities, PNC Bank, Nationwide Financial, and Merrill Lynch. […]
If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?
A Legal Fiduciary Responsibility
As a Registered Investment Advisor, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
We’d love to hear from you!
Please give us your contact information and we’ll be happy to reach out to you.
Ask us any questions you may have, and we’ll be sure to help answer them.