Breach of Fiduciary Duty

Investor Claims Is What We Do - All Day, Every Day

Since 1999 our law firm has recovered more than $350,000,000 for victims of investment fraud and misconduct.
  • Jury Verdict Won Against Prudential Securities $262 Million
  • Recovered for 100-Year Old Widow $30 Million
  • Recovered in Retirement Losses $10 Million
  • Recovered for a Large Group of Individual Investors $6.5 Million
  • Recovered for Elderly Victim in Ponzi Scheme Case $3.8 Million
  • Recovered for Elderly Ponzi Scheme Victim $3.2 Million
  • Recovered for More Than 50 Families of Ponzi Scheme in California $3.2 Million
  • Recovered for 35 Families in Northeast Ohio $3.1 Million
  • Losses Recovered for 20 Retirees $3 Million
  • Recovered for Retired Physician Against Major Wall Street Firm Prior to Filing FINRA Arbitration $2.5 Million

Pennsylvania Financial Advisor Fiduciary Duty

A breach of fiduciary duty is one of the most common reasons investors bring civil lawsuits against their financial advisors in Pennsylvania. A fiduciary in investment law is an individual or organization that manages assets on behalf of an investor. A fiduciary owes unique duties of care to his or her clients. Any intentional or careless breach of these duties could cause the client significant financial harm.

If you lost money due to a breach of a financial advisor’s fiduciary duties to you, do not hesitate to call (800) 738-1960. The attorneys at Meyer Wilson may be able to help you obtain compensation, starting with a free initial consultation.

Why Clients Trust Meyer Wilson for Pennsylvania Financial Advisor Fiduciary Duty Cases

  • We handle investment fraud claims and class/mass actions exclusively, giving us focused and in-depth practice area knowledge.
  • We are not afraid of taking fiduciary duty claims to court in Pennsylvania for the best possible results.
  • We have plenty of resources to put toward representing claims on behalf of our clients, including relationships with state and federal securities regulators.
  • We are proud to accept cases involving financial advisor fiduciary duties on a contingency fee basis, with no attorney’s fees unless we win.

An Attorney Could Improve Your Claim to Damages

Fiduciary duty claims can be complex and confusing. Not all financial advisors are fiduciaries, nor do they all owe clients the same duties of care. Different advisor-client relationships come with different standards and obligations under securities law. Navigating these rules and many others can be easier with help from an attorney. A lawyer from Meyer Wilson can navigate the laws for you, fighting for fair compensation on your behalf every step of the way. An attorney will pay attention to every detail of your case while you enjoy the peace of mind to start looking toward the future.

What Are Fiduciary Duties?

If your financial advisor is a fiduciary, he or she will have certain legal obligations – namely, the requirement to always act in your best interests. The U.S. Securities and Exchange Commission has standards of conduct for fiduciaries that control what they can and cannot do. A fiduciary has a special relationship of trust with his or her clients, along with unique duties of care.

  • Serving the best interests of clients at all times
  • Not putting the clients’ interests second to his or her own
  • Making full and fair disclosure of any conflicts of interest
  • Recommending suitable investments to clients
  • Complying with all state and federal securities laws

A financial advisor in Pennsylvania that negligently or intentionally fails to fulfill any of these duties could be guilty of a breach. If this breach causes the client financial harm, the financial advisor could be legally responsible for damages. An investment fraud lawyer could help you bring a claim for damages against a negligent or criminal financial advisor.

Proving a Breach of Fiduciary Duty in Pennsylvania

To obtain a compensatory award for your economic losses after experiencing a breach of fiduciary duty by an advisor in Pennsylvania, your attorney must prove your case through a preponderance of evidence. Your lawyer must prove that your version of events is more likely to be true than not true. This burden of proof comes with four main elements.

  1. Fiduciary duty
  2. Breach of fiduciary duty
  3. Causation
  4. Damages

A lawyer from Meyer Wilson can collect evidence and hire expert witnesses to testify on your behalf. These steps and others could help you build a stronger claim against a financial advisor or brokerage firm. Our attorneys understand exactly how to handle these claims for the greatest odds of client success in Pennsylvania.

Contact a Financial Advisor Fiduciary Duty Attorney Today

If you believe you might have a case against a financial advisor for breaching his or her fiduciary duties and causing you or a loved one’s economic damages, contact Meyer Wilson. Our investment fraud attorneys have represented more than 800 investors. We may be able to help you fight for fair compensation as well. Call (800) 738-1960 today.

The Meyer Wilson Way

Results-Focused Representation
  • More than $350,000,000 Recovered
  • Voted Best Lawyers in America┬« for Ten Years Running
  • David Meyer is President of Public Investors Advocate Bar Association (PIABA)
  • Over a Thousand Investor Claim Cases Since 1999
  • Exclusive Focus on Investor Claims & Class/Mass Action Lawsuits
  • Deep Bench of Skilled Attorneys and Staff Members


Meyer Wilson has represented over 1,000 individual investors in high-stakes claims across the country, and has recovered over $350 million on their behalves. See what former clients have to say about our team.

  • “I primarily worked with Courtney Werning throughout the process and she was informative and knowledgeable. I trusted and fully recommend Courtney and her team.”

    - S.R.
  • “The communication throughout the process was on par - and they took the time to indulge me with the various questions and opinions.”

    - R.G.
  • “What I truly appreciated was getting a great result for my Mom with limited involvement/stress on her.”

    - S.W.
  • “We went to arbitration with the other respondent and I got to see firsthand the level of professionalism and expertise the Meyer Wilson firm can deliver.”

    - D.V.
  • “Chad would take the time to call and talk with me. His explanations were always clear and concise. I also appreciate all the effort put into the details and statistics required to argue this case.”

    - P.N.
  • “Meyer Wilson was able to produce the results that we felt were obvious and warranted while several other firms and even state offices simply had trouble understanding let alone moving the case forward.”

    - B.K.
  • “My overall experience was positive and I would encourage anyone who even thinks they have been a victim of stockbroker misconduct to call David.”

    - S.T.
  • “Meyer Wilson represented me in a suit brought last year against my brokerage firm, securing a very fair and equitable settlement for me.”

    - R.G., M.D.
  • “Right from the start, you had the passion and desire to win this case for us. I have never worked with an attorney or firm as compassionate as yours. I would highly recommend your firm to anyone.”

    - G.A.

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