Broker Check

Code of Ethics

Bighorn Wealth Management has adopted and adheres to the Code of Ethics as provided by the Financial Planning Association. 

Integrity
Advisor shall offer and provide professional services with integrity.

Objectivity
Advisor shall be objective in providing professional services to clients.

Competence
Advisor shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the designee is engaged.

Fairness
Advisor shall perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflict(s) of interest(s) in providing such services.

Confidentiality
Advisor shall not disclose any confidential client information without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by the FPA member or in connection with a civil dispute between the FPA member and client.

Professionalism
Advisor’s conduct in all matters shall reflect credit upon the profession.

Diligence
Advisor shall act diligently in providing professional services in a timely manner.