Asset Manager, Financial Advisor, Behavioral Wealth Manager… HOW DO I CHOOSE?
Searching for good financial advisors and advice has become … well, complicated. Robo-advisors, financial technology, and online planning apps have greatly increased our options. Throw in suitability, fiduciary standards, and a whole host of confusing fee models and it’s easy to have no idea where to begin.
Finding the right financial advisor is easier if you know what kind of advice you’re looking for. Although there are many variations on these themes, we’ve whittled it down to three categories:
To help you decide what kind of advice is right for you, here’s a look at each category including benefits and drawbacks, as well as a comprehensive due diligence guide with questions attached that can help you evaluate the advisors and firms you interview.
Your Guide to Better Decisions
Financial Benefits of Behavioral Advising
Better Advice. Better Decisions. Better Life.