We have always been committed to treating our employees well, contributing to the community, and behaving as an upstanding person.
We believe in the power of running successful businesses, spending time with family, enjoying retirement, and making a responsible impact in our community. Our mission is to make a meaningful difference in the financial lives of our clients and community every day. We fulfill our mission through comprehensive wealth planning to guide financial decisions and investing assets to build client wealth.
We are Fiduciaries. We are held to the Fiduciary Standard, including Firm-wide Fiduciary status from the Institute for the Fiduciary Standard. Among other important things, Fiduciary Duty says that the client’s best interest comes first - before my best interest or those of my firm or staff. Attorneys and Trustees are well known for serving as Fiduciaries; so do we.
DeDora Capital Financial Advisors invest personal and family capital in the investment strategies that are available for clients. We have a great personal stake in the outcome of our recommendations and we closely monitor the progress of each investment.
We have always been committed to treating our employees well, contributing to the community, and behaving as an upstanding person. We are a Certified B-Corporation, and use the B-Corp Impact Assessment to measure and improve our company’s impact in the community. In addition to conventional investing, we also provide Socially Responsible Strategies, Fossil-Fuel Divestment, and Fossil-Free investing.