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Fiduciary Standards

Service Above Self-Interest

Fiduciary Standards

Our Standards

Inspiring client confidence through ethical, professional financial planning.

In uncertain economic times, American families seek confidence in the institutions and individuals who provide them with financial advice. As an Investment Advisory firm, First Command is held to a fiduciary standard in all of our client relationships. That means we have an obligation to always put our clients’ interests first when providing advice and financial recommendations.

Serve With Us

Looking for leaders.

Active Military

Consider First Command for your second career. Your military experience makes you an ideal candidate.

Military Veteran

Stay connected to the military while using the valuable skills you built throughout your service.

Military Spouse

Use your unique understanding of military families in a career that offers you the independence you need.

Become an Advisor
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Knowledge, Professionalism & Honesty

We help you pursue your financial goals with products that align with our principles.

Through rigorous study and encouragement from First Command, more than 100 of our Financial Advisors have earned the Certified Financial Planner™ 1 designation. Many hold other professional credentials, such as the Chartered Financial Consultant and Chartered Life Underwriter designations. First Command Financial Advisors are dedicated to coaching our Nation’s military families in their pursuit of financial security. Our commitment to excellence means that we take responsibility and ownership of our past. We are committed to maintaining our reputation as leaders in providing financial services for military members and their families.

  1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.