a duty obligating a fiduciary (as an agent or trustee) to act with loyalty and honesty and in a manner consistent with the best interests of the beneficiary of the fiduciary relationship (as a principal or trust beneficiary)
— Fiduciary Duty (Merriam-Webster)

At Oakview, we take that obligation seriously.

 

Recent News Articles Featuring Oakview Principal Stanton Burns, CFP

6 Reasons You are Getting a Smaller Social Security Check from U.S. News & World Report

Savings For a Baby: How Much it Costs to Have a Baby and How to Start Saving from MagnifyMoney

 
 
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