why choose us our team of professionals

Whether you are an individual investor, business owner or retirement plan sponsor, c5 Wealth Management, LLC understands that you have a choice when selecting a financial advisor. With that in mind, we have provided you with some information below that may assist you in your search.

The Fiduciary Advisor:

At c5 Wealth Management, all of our advisors are acknowledged fiduciaries. What exactly does this mean to you? Simply put, unlike sales representatives, we put your financial interests first at all times. As a registered investment advisor, we are legally bound to uphold a fiduciary standard of care when working with you. We adhere to the Center for Fiduciary Studies Code of Ethics. Furthering our commitment to you, our Financial Advisors hold the Accredited Investment Fiduciary (AIF) designation along with other important credentials such as the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor^SM (CPWA®), Master of Science in Finance (MSF) and Master of Science in Financial Services (MSFS).

Overview Code of Ethics

The Center for Fiduciary Studies (fi360) is a research and training center focused solely on the subject of investment fiduciary responsibility, providing training programs and professional designations based on investment fiduciary standards of care.