OUR ETHICS

Our personal stories may be different, but there is one constant that every employee of Dixon Hughes Wealth Advisors shares. We all observe the following principles and obligations in addition to the laws and regulations that govern our work.

	We serve as fiduciaries, acting with honesty and integrity, and avoiding conflicts of interest, real or perceived.
	We ensure the timely, understandable disclosure of relevant information that is accurate, complete and objective.
	We’re responsible when determining the value of our services and compensation, considering the time, skills, experience and circumstances involved.
	We know the limits of our expertise, referring clients to colleagues and/or other professionals to address issues beyond our knowledge and skills.
	We respect the confidentiality of information and don’t disclose information to others except when authorized or legally obligated to do so.
	We don’t use confidential information acquired in our work for personal advantage.
	We don’t exploit any relationship or responsibility entrusted to us.