DeSERANNO Wealth Planning is an independent financial advisory firm with a straightforward philosophy about client relationships: We put our clients’ interests first, and we honor this commitment 100 percent of the time.

Unlike advisers with traditional financial services firms, we do not receive commissions of any kind. We are not salespeople. All of our revenue comes directly from our clients — and not from any third party.

Without incentives to recommend any solution over another, we can provide completely unbiased advice. Free of conflicts of interest, we can and will use any solution, anywhere, to help our clients reach their financial goals.

Our philosophy about client relationships reflects our commitment to the Securities and Exchange Commission’s “fiduciary standard,” which requires independent advisers always to put clients’ best interests above all others.

Traditional financial services firms have fought successfully against legislative efforts to apply this highest of ethical standards to their advisory operations. We proudly embrace it because it supports our mission, which is to help our clients realize their hopes and dreams for themselves, their loved ones and the causes they hold dear.


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