How to Choose a Financial Advisor

For the same reasons people bring their cars to mechanics and their taxes to CPAs, many who invest for their future do it with the help of a financial advisor. It could be a lack of time to do your own due diligence, or the inclination. Maybe it’s the idea that “most” financial advisors spend their entire career learning and training at their craft in order to help you. Whatever the reason, picking the right one can be a very tricky process.

What’s in a Name?

These investment individuals go by...