Our Fiduciary Oath to You

Farrell Financial believes in placing your best interests first. Therefore we are proud to commit to the following five fiduciary principles:

1. We will always put your interests first.

2. We will act with prudence; that is, with professional skill, care, diligence, and good judgement.

3. We will never mislead you and will provide conspicuous, full, and fair disclosure of all important facts.

4. We will avoid all conflicts of interest.

5. We will fully disclose and manage, in your favor, all unavoidable conflicts

“Keeping money is harder than making money, because you can get rich by luck, but staying rich is always due to a series of good, hard decisions.

-Mark Newfield, Newfield Financial


“I maintain a firm commitment to the community in which I work and live. I try to adhere to the three simple rules:
Do what is right. Do your best. Treat others like you like to be treated.”