Financial Fiduciaries Celebrates Fiduciary September

celebrateIn an effort to create awareness about the importance of the fiduciary standard, Financial Fiduciaries is proud to recognize this September as “Fiduciary September.” We want our clients to be aware of the importance of the fiduciary standard and how its principles play an important part in preserving consumer trust and confidence in the financial markets.

Our hope is that Fiduciary September will play a pivotal role in urging Congress and the Securities and Exchange Commission to make the fiduciary standard applicable to all professionals within the investment industry. We also hope it will encourage other industry professionals to adopt the fiduciary standard whenever they provide advice on investments.

Fiduciary September is just one step in educating the consumer about the importance of working with an advisor who embraces the fiduciary standard. This is the only way to truly ensure that the advice they receive is in their best interest. With that in mind we would like to encourage all investment professionals to celebrate Fiduciary September along with the Financial Fiduciaries team!

About Objectively Speaking

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses. A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.
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