Independent & Fee-Only Advisors 100% Dedicated to Serving our Clients
Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. Because we do not make commissions by selling financial products and are compensated only by our clients, we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.
Working with Certified Financial Planner™ Professionals
As Certified Financial Planner™ Professionals, we adhere to rigorous, on-going educational requirements and a client-centered code of ethics. Anyone can call themselves a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.