Given our fiduciary standing as financial planners, combined with our demeanor and extensive experience, we have served as expert witnesses, offering our insights on client/financial advisor procedures.
We advocate for ethical practices and act as stewards for clients and fellow financial advisors committed to the right way of serving clients. Our integrity has led attorneys to enlist our services as expert witnesses, seeking our opinion letters/statements on conflicts between clients and their financial advisors.
*Steffens & Steffens may not act as an expert witness in any case where we or our affiliates are named. Expert witness services are separate and unrelated to Commonwealth.