Wealth Management
Financial Planning
Fee-Only
Fiduciary
What, exactly, do all these terms mean, and should I care?
If you are asking yourself that question, you are not alone. The financial services industry does an excellent job of throwing terms around, without having an agreed upon definition. This is a great disservice to the public, since it makes it much more difficult for individuals to truly understand what different firms provide in the way of services and products.
The following are some brief definitions of the terms listed above, and why we at Leonard Wealth Management feel that it is important for people to properly understand the correct definition and how they are being misused in the industry.
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