Marie DeCaprio is a financial planner who offers objective, honest advice.  This is possible because she is completely independent and earns no commissions or referral fees of any kind.  Many advisors earn their money by selling financial products to clients, products that may not be appropriate.  As a NAPFA Advisor, Marie is held to the highest industry standard: that of fiduciary.

Another difference is that  Marie does not manage assets--therefore assets minimums do not apply. It doesn't matter  whether you have lots of money or none at all. The financial process is the same for all people regardless of wealth.

Fiduciary Standard

Code of Ethics

Download the Code of Ethics PDF

ADV part 2

ADV part 2

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