As an SEC-registered investment adviser, we have a fiduciary duty to put your interests first and to safeguard your personal information and money.

Backer uses bank-level security to keep your sensitive financial data safe. We use the strongest available browser encryption, secure servers monitored 24/7/365, and identity verification services to protect your personal information. Your actual investment accounts are managed by the 529 plans that we recommend.

Backer has privacy procedures in place that govern how we guard your personal information. We also maintain a Business Continuity Plan that establishes protocols for responding to significant business disruptions and is intended to ensure that critical functions can continue or resume as quickly as possible in the event of a natural disaster, terrorist attack, or other disruption. Please contact us for a copy of our Business Continuity Plan Disclosure Statement.