Form ADV Part 2

As a Registered Investment Advisory firm, we are required to provide our clients with Part II of Form ADV upon our initial engagement and to offer it to you on an annual basis.  Storie Financial Advisory ADV Part 2 – 2018

Principle 2 – Objectivity
A CFP Board designee shall be objective in providing professional services to clients.

Objectivity requires intellectual honesty and impartiality. It is an essential quality for any professional. Regardless of the particular service rendered or the capacity in which a CFP Board designee functions, a CFP Board designee should protect the integrity of his or her work, maintain objectivity, and avoid subordination of his or her judgment that would be in violation of this Code of Ethics.