At Mustard Seed Financial, LLC, we adhere to a strict code of ethics. Choosing a financial planner should be based on trust, competence, and objectivity. It is our policy to act with integrity when offering you professional services that are based on your personal needs and circumstances.
Code of Ethics
- Fully disclose all sources of compensation
- Fully disclose all conflicts of interest
- Make objective recommendations based on client need
- Keep all client information confidential
- Adhere to the rules and standards set forth in the CFP® Board of Standards Code of Ethics and Professional Responsibility
View our PDF brochure for more information.