What Is a Fiduciary Advisory Firm?

A fiduciary advisory firm is committed to putting your best interests first—always. Unlike some financial advisors who may recommend products based on commissions or sales incentives, fiduciary advisors are legally and ethically bound to provide objective, transparent advice tailored to your financial goals.

At White Pine Investment Management, we operate under the highest standard of care, ensuring that every recommendation aligns with your needs, not ours. As a fiduciary, our mission is to help you build, protect, and manage your wealth with integrity and trust.

Why Work with a Fiduciary Advisor?

  • Trust

    Trust.

  • Transparency.

    Transparency.

  • Your Best Interest.

    Your Best Interest.

retired couple looking at a sunset

Your Goals Come First – We recommend strategies based on what benefits you, not what profits our firm.

No Hidden Fees or Commissions – We operate with full transparency, so you always know what you’re paying for.

Long-Term, Relationship-Based Planning – Your financial future is our priority, from investments to retirement, tax strategies, and beyond.

With a fiduciary advisor, you can feel confident knowing your financial well-being is always the top priority.

Let’s build a plan that works for you.

 FAQs

  • You absolutely can manage your own money—but that doesn’t mean you have to do it alone. Financial advising is about more than investments—it’s about aligning your finances with your values and life goals. As a fiduciary, I’m here to guide you with trusted, experience-backed advice that puts your best interest first—always.

  • At Rooted in Trust, we don’t sell products or chase trends. Our work is built on the quadruple bottom line: people, planet, profit, and purpose. That means we focus on more than just financial returns—we help you grow wealth responsibly and intentionally, in a way that reflects your values and priorities.

  • I provide clarity, structure, and personalized guidance across all areas of your financial life—retirement, investments, taxes, insurance, estate planning, and more. Clients often say the greatest value is the peace of mind that comes from knowing they’re not doing it alone—and that every recommendation is made with their best interest in mind.

  • Yes! Financial advising isn’t just for millionaires. In fact, it’s often most helpful when you’re building your financial foundation or navigating big transitions. I work with people at all income levels to help them feel confident, organized, and empowered with their money.

  • Digital tools can be useful, but they’re not a substitute for personalized advice. Life is nuanced, and your financial strategy should reflect that. I offer the human insight, ongoing support, and real-world experience that an algorithm simply can’t replicate.

  • Uncertainty is where a financial plan shines. Whether it’s market fluctuations, job changes, or unexpected life events, I help you stay grounded in a long-term strategy. You don’t need to navigate change alone—I’ll walk with you, helping you adjust as needed while staying aligned with your goals.

  • It’s more than a name—it’s a promise. I operate as a fiduciary, meaning I’m legally and ethically committed to act in your best interest. You’ll never have to question whether advice is influenced by commissions or sales. It’s always about what’s best for you.