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What is a fiduciary?
A fiduciary is a licensed professional who makes financial decisions on behalf of another party and is legally obligated to act in that client's best interest. The role of a fiduciary extends beyond being a business manager, decision-maker, or guardian. It involves fostering a nurturing bond of trust, concern, and attentive care. A fiduciary aims to support the mental and emotional well-being of their clients, to reduce the stress of changing circumstances or unexpected events, and, most importantly, to help clients and their families enjoy a fulfilling life.