Happy young couple meeting with a broker in her office leaning over the desk to shake hands, view from behind the female agentHow to Choose a Financial Advisor

Your relationship with your financial advisor can be one of the most important professional relationships you’ll ever have—one that could last a lifetime!

The key is finding the financial advisor who fits your needs, which will depend on your specific situation and what you value in a trusted relationship.

This guide explores the potential value today’s financial advisors offer as well as things to consider as you look for a firm that can help you.

In it, you'll find: 

              • How financial advisors can help
              • An overview of qualifications common in the industry
              • An overview of fees in the industry
              • BONUS: a printable advisor selection checklist and score sheet to help you compare and keep track of potential candidates


Fill out the form to download the guide!

How to Choose a Financial Advisor: Guide + Checklist