Financial Freedom House

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Fiduciary Firewall We re under construction Skip to content Fiduciary Firewall. Reducing risk. Improving performance. Saving time and money. We re certified. Fiduciary Firewall is a CEFEX-certified fiduciary. This third-party ISO-based certification provides the security and protection you need whether you re a CPA, attorney, small business, or enterprise. Professionals Learn more Small Business Learn more Enterprise Learn more The five ways we protect our clients. Learn more Fiduciary Firewall covers over 50 employers and 80 locations. Below are some of the employers we serve. For a complete list of covered employers, click here. Your fiduciary firewall. Give us a call to find a solution to save your business time and money. Get in touch About Fiduciary Firewall Skip to content Independent Professional Fiduciaries Since 2004 We are independent professional fiduciaries. Our Mission To protect plan sponsors, employers, and their employees from the financial risk, legal liability, and hidden costs that result from conflicts of interest and a lack of transparency in the retirement plan industry — and to replace them with accountability and measurably better outcomes. Why We Exist In 1998, Brian Lakkides helped design a union-sponsored multi-employer 401(k) plan. While administering the plan, he identified serious shortfalls in the 401(k) products being promoted by insurance companies and mutual fund families. This included conflicts of interest that compromised quality, a lack o

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