Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were sold something they didn’t need, or were just disappointed in what the advisor was offering, they were all less than pleased with their experience.
Over the course of my career, I've worked on several different sides of the industry. I started out on the insurance side and then worked for a broker-dealer. I quickly found out that those places weren't where I wanted to be. Once you read this, you'll understand why. Instead, I chose to start my own RIA (Registered Investment Advisor) firm.
If you are in the market for a financial advisor, some people would suggest that you look for certain professional designations. While those may be helpful, I believe that there are better indicators of an advisor's motivations and abilities. This is what we're covering:
There are many reputable advisors out there; this information will help you find one of them and avoid the ones who have given the industry a bad reputation. As always, feel free to email me with your questions.
