Our Code of Ethics

Our independence allows us to work solely in the interest of our clients.

Since we do not represent a specific company, we are free to select the best products and services from many financial providers in the marketplace. This independence ensures our objectivity and allows us to completely focus on quality, value, and suitability for our clients. The end result? Our clients can trust that the recommendations we make are based on their specific needs.

Our clients’ needs come first.

We’re passionate about seeing our clients achieve their financial goals and dreams. That’s why we’re here. We will always put our clients’ interests above our own.

Trust and integrity are our core values.

We have a 45 year legacy of providing trusted financial advice and guidance to First Coast residents. As a member of the Wiles family of companies, we value our reputation as, “The House That Trust Built.”

Service and performance are the foundation of our business.

We focus on constant communication to ensure our clients remain on track to achieve their objectives. We provide personal quarterly updates, a client newsletter, educational seminars, and on-line access to client accounts. Our staff has developed a reputation for delighting our clients with outstanding service.