Fiduciary Firewall. CEFEX-certified. Trustworthy. Flexible. Taking care of your clients. Learn more >
For certified professionals.
Certified accountability.
The foundation upon which Fiduciary Firewall is built provides professionals with the confidence that their clients’ needs will be properly addressed.
ISO. CEFEX.
Lloyd’s of London.
Powerful protection.
CEFEX-certified firms adhere to a standard representing best practices in their industry, with certification audits based on ISO 19001 and ISO 17021.
The International Organization for Standardization (ISO) brings global experts together to agree on the best way to do things.
Lloyd’s in the world’s leading insurance market providing specialist insurance services to businesses in over 200 countries and territories.
Total Fiduciary Solution 401(k)
A single point of contact and fully-outsourced fiduciary solution that allows plan sponsors to focus on running their business, not their plan.
Services for CPAs, attorneys, & advisers. We make it flexible.
Third party plan reviews and fiduciary assessments.
Opinion letters from an independent fiduciary.
Cost-effective assistance with voluntary fiduciary corrections.
Getting started.
Our team of certified fiduciaries can help you if you’d like our help.