Fiduciary Advice

Advice You Can Trust

Independent Financial Guidance with Your Best Interests at Heart

As a fiduciary, we're legally and ethically obligated to act in your best interest at all times-no commissions, no quotas, and no hidden agendas. At Scanlon Wealth Management, we provide clear, conflict-free financial advice tailored to your goals-not our bottom line.



Whether you're planning for retirement or managing long-term investments, we work directly with you to offer honest recommendations, practical strategies, and complete transparency every step of the way.

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Frequently Asked Questions

  • What does "fiduciary" actually mean?

    A fiduciary is someone who is legally required to put your interests ahead of their own. We must act with loyalty, full transparency, and good faith-offering advice that benefits you, not us.

  • How is a fiduciary different from a broker or salesperson?

    Many financial professionals are only held to a "suitability" standard, which means they can recommend products that are merely acceptable-even if there's a better option. As a fiduciary, we only recommend what's truly best for you.

  • Do you earn commissions or get paid by investment companies?

    No. We are a fee-only advisory firm. That means we never earn commissions, bonuses, or incentives based on what you invest in. Our only compensation comes directly from the clients we serve.

  • Can I check your compliance record?

    Yes. We encourage you to verify our clean compliance history through FINRA BrokerCheck. We believe transparency is key to a strong financial relationship.

  • Is fiduciary advice only for wealthy clients?

    Not at all. We work with individuals and families at all stages of life. If you value honest advice and want someone you can trust long-term, a fiduciary approach is the right fit-regardless of portfolio size.

What You Can Expect from a Fiduciary Relationship

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Personalized, Conflict-Free Advice

We start by understanding your goals, not selling you a product. Every recommendation is made to support your financial well-being, not our profits.

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Transparent Fee Structure

We explain our fees upfront, in plain English. There are no commissions, hidden charges, or product-based incentives-just a clear agreement between you and your advisor.





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Full Accountability & Clarity

We believe you deserve to understand your options. We walk through the "why" behind every decision, so you feel informed and in control at all times.





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A Long-Term Partner You Can Trust

We're not here for a transaction-we're here for the long haul. As your financial needs evolve, you'll always know who to call, and what to expect.




Get in Touch

Let's Talk About What It Means to Work with a Fiduciary

Choosing the right advisor is about trust. If you're ready for a relationship built on integrity, independence, and transparency, we're here to help. Let's start with a conversation-no pressure, no sales pitch.