Independent Fiduciary Advice
Independent Fiduciary Advice: What It Means and Why It Matters
At Stone Ridge Advisors, our commitment to you is simple: we always act in your best interest. As independent fiduciary advisors, we are legally and ethically bound to put your needs above our own, providing objective guidance and transparent recommendations—free from conflicts of interest or hidden agendas.
What Is a Fiduciary Financial Advisor?
A fiduciary is a professional who is required by law to act with your best interests at heart. Unlike 9 out of 10 financial advisors who operate under a “suitability” standard all or part of the time (meaning they only need to recommend products that are appropriate for you), fiduciaries must prioritize your financial well-being above all else. This means:
- Objective advice tailored to your unique situation, not influenced by commissions or incentives
- Transparency about fees and relationships—you’ll always know how we get paid and who we work with
- Full disclosure of any potential conflicts of interest
- Ongoing care and loyalty to your financial goals
Why Choose Independent Fiduciary Advice?
When you work with an independent fiduciary like Stone Ridge Advisors, you get:
- Unbiased financial strategies and investment management, focused solely on your success
- Top-tier resources and partners (such as Charles Schwab and Dimensional Fund Advisors), without the limitations or preferences of large financial institutions
- Peace of mind knowing your financial plan is being managed by someone committed to acting in your best interest
How We Serve Creative Professionals
We specialize in helping creative professionals—artists, designers, studios, and agencies—achieve financial security through our Creative Wealth Blueprint™. This approach integrates fiduciary standards with tailored strategies for retirement planning, tax optimization, and investment management—all designed to help you build lasting wealth and focus on your craft.
Ready to Experience the Difference?
Discover how independent fiduciary advice can help you achieve your financial goals—with clarity, confidence, and complete transparency.
Start a conversation with us today, and let’s build a financial plan that truly reflects your creative vision.