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Fiduciary: Involving trust, especially with regard to the relationship between a trustee and a beneficiary.

"Executive Business Financial Planning, LLC has a fiduciary duty to its clients to place their interest before ours "

Our Registered Investment Advisory Service is committed to providing personalized, sound and independent financial advice. As a "Fee-Based Only" practice, our Advisers are not allowed to accept ANY form of commission. This helps to align our interests with yours. Experience and knowledge are required of our Agents, in addition to a commitment of a lifelong process of learning and continuing education. We are encumbered to:

  • Put the interests of our clients before our own when giving advice
  • Act with utmost due care and in good faith
  • Never mislead our clients
  • Provide full disclosure of all material facts
  • Provide full disclosure of any conflicts of interest
  • Perform due diligence on all our recommendations

In the past, issues regarding corporate malfeasance, tainted analyst research reports, mutual fund illegal late trading, along with the Madoff-like scandals, prompted the mission for Executive Business Financial Planning, LLC. In an industry where unbiased opinions are hard to find and suitability was the only standard, we differentiate ourselves as Independent Fiduciaries. Our Advisors are never pressured to push any products. This allows us the ability to choose from hundreds of investment choices in order to find what is right for you.

If you are not familiar with our company and your first contact with us is online: We would be pleased to hear from you! Please let us know via the inquiry/Contact Us section (at the left of this screen) how we could be of service to you. We can also be reached toll free at 877-Exec-Biz (877-393-2249), via email at info@877Exec.Biz or by US Mail: Executive Business Financial Planning, LLC 44 Moore Avenue Dumont, NJ. 07628.