Tradition works with accountants to help them help their clients. Clients need trusted advisers in all aspects of their financial lives and accountants need an investment professional that they can trust to always put their client’s interests first and deliver investment services that are as represented and without surprises or hidden fees. As a RIA (Registered Investment Adviser) we have a fiduciary responsibility to our clients and never receive commissions for any product or service we recommend or invest in for our clients. For many clients, the accountant is their most trusted financial adviser who has a fiduciary and ethical mandate for doing what’s in the clients’ best interests. We want to enhance your client’s view of your professional expertise in all things financial. This shared fiduciary responsibility makes collaborating and combining our complementary skills seamless. As a trusted adviser, we are your trusted adviser in the investment business.