Welcome to Wiggin Financial Services
A CERTIFIED FINANCIAL PLANNER™ Practitioner “Fee-Only®” Investment Advisor
Wiggin Financial Services is a Fee-Only® firm that provides investment management services supported by financial and legacy planning. Our firm led the industry by becoming one of the first CERTIFIED FINANCIAL PLANNER™ practitioners in Florida to implement Financial Life Planning®.
As registered investment advisors, we have a fiduciary duty to our clients. That means we are legally bound to provide financial advice that is in your best interest.
Our strong philosophy of transparency dictates that investment strategies and compensation fees are discussed and clearly identified upfront. Unlike fee-based or commissioned advisors, we have no vested interest in the financial products we choose for your portfolio. All our investment recommendations and financial advice are completely objective. Our primary goal is to grow and protect your assets and to help you reach your financial goals.
Fiduciary Responsibility
“Fiduciary responsibility is a hot topic in the financial world. It’s always been the cornerstone of Wiggin Financial Services. Why? Because it means we listen – to our clients, to the markets, to our vendors. And, in the end, we always do, without hesitation, what’s in our clients’ best interest. It’s quite simple, really – We do the right thing!”
Deborah F. Wiggin CFP®, RLP®
Site disclaimer information.
Note that the information provided is not intended to give any specific advice nor an offer to purchase or sell any securities. It is for informational purposes only. Please remember that past performance may not be indicative of future results. Information pertaining to Wiggin Financial Services (Wiggin Financial Planning) operations, services and fees is set forth in our current disclosure statement below.
Form ADV Part 2 a copy of which is available by clicking here.
Carefully consider your investment objectives, risk factors, and charges and expenses before investing. Investing involves risk, including possible loss of principal. Consult your own advisor for implications of investing. Diversification and asset allocation may not protect against market risk. Wiggin Financial Services is a registered investment adviser in Florida and Texas. It may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempt from registration requirements. The purpose of this web site is for information distribution on services. Any communications with prospective clients residing in states or international jurisdictions where this firm and its advisory affiliates or investment adviser representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Not FDIC Insured * No Bank Guarantee * May Lose Value