Process and Strategy
Our Proprietary Process
A Planning Strategy
Avery Financial Services is committed to adhering to the CFP® professionals high standards of competency and ethics. Our Code of Ethics and Standards are principles of integrity, objectivity, competence, fairness and confidentiality. This helps to distinguish working with a CFP professional from other credentials in the financial services profession.

These Code of Ethics and
Standards of Conduct are to:
- Act with honesty, integrity, competence, and diligence.
- Act in the client’s best interests.
- Exercise due care.
- Avoid or disclose and manage conflicts of interest.
- Maintain the confidentiality and protect the privacy of client information.
- Act in a manner that reflects positively on the financial planning profession and CFP® certification.