Dignitary Financial, LLC (“Dignitary Financial”) is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). We offer independent, fiduciary financial advice and comprehensive financial planning tailored to individuals, with a special focus on those in the education industry.
Our Approach
For your convenience and efficiency, we conduct all aspects of our advisory process online. Utilizing a suite of digital tools—including web conferencing, online file storage, and digital signatures—we ensure a seamless and efficient client experience.
Fiduciary Commitment
As a fiduciary, Dignitary Financial is dedicated to providing unbiased advice. We take extensive measures to eliminate or disclose any potential conflicts of interest. Importantly, we do not receive any compensation from brokerage firms, securities issuers, or any financial product or service providers. Our commitment to impartiality ensures that our guidance is solely based on your needs.
Client Responsibilities and Services
Dignitary Financial does not take custody of client assets nor does it exercise discretionary authority over client accounts. Clients are responsible for acting on the advice and recommendations provided. The specific services and fees are detailed in the advisory agreement, and both are negotiable to suit individual needs.
Dignitary Financial is dedicated to delivering tailored, fiduciary financial advice that prioritizes your individual goals and circumstances.