When you’re looking for the right financial advisor, it’s important to find someone you’re comfortable with and can trust. After all, you’ll be counting on them to manage your money and give you sound advice!
Over the next several weeks we will walk you through how you can simplify your search for a financial advisor. Feel free to read this series from start to finish, or jump between articles for tips most relevant to where you are in your journey. Please note, this series of posts should not be construed as financial advice nor is it 100% comprehensive. It’s just GuideVine’s opinion on the best way to find a financial advisor.
Why did we create this guided series?
This information was created by the team at GuideVine based on our collective experience in the financial services and wealth management industries.
Our mission is to help you find the best financial advisor for your individual needs. We have a network of pre-screened quality advisors nationwide who have gone through a rigorous review process to ensure solid track records. As a consumer, you can search this network of advisors for free. Based on what’s important to you, we match you with advisors that fit your specific needs.
GuideVine does not get a commission if you sign with a financial advisor. We’ll never pressure you to meet with anyone, and we aren’t compensated to promote some advisors over others.
We believe in choice and transparency. You should be in the driver’s seat of this process – choosing when and how you meet with potential advisors. Realistically, not everyone needs an advisor; if you don’t, we’ll tell you. We know that the advisor you need may not be listed on GuideVine. If that’s the case, we’ll be upfront about that as well.
What will we be covering in this series?
Every other week we will be posting a new article covering this process. Feel free to check back here for easy access to all the articles:
Article 1: When Do You Need a Financial Advisor?
Article 2: I Need a Financial Advisor – What’s Next?
Article 3: What Types of Financial Advisor Fees Should I Be Aware of?
Article 4: What Should I Consider When Looking for a Fiduciary?
Article 5: 5 Key Areas to Consider When You Interview Potential Advisors
Article 6: What’s the Deal with Robo-Advisors?
We hope you find this information helpful!
Thank you for reading all the way!
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