One More Step to Meet Your Financial Advisor and Get Closer To Your Personalized Financial Plan.

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#1 Independent Financial Advisory Firm1

2019

Largest Independent Registered Investment Advisory Firm2

2019

Top US Registered Investment Advisers3

What should I look for in a Financial Advisor?

Someone trained, credentialed and experienced in financial planning can help you design and execute a plan that best meets your needs and tolerance for risk.

QUALIFICATIONS

What degrees, certifications and designations has the advisor earned? For Example: A Certified Financial Planner™ (CFP®), Chartered Mutual Fund CounselorSM (CMFC®) or Chartered Financial Analyst® (CFA®) has been trained and tested in helping plan your portfolio.

EXPERIENCE

How long has the advisor been working in the financial field? What firms has he or she been with? What kind of clients have they served?

PROCESS

Your Financial Advisor should outline a clear approach to designing the Financial Plan that fits you, including analysis of your goals, needs and risk tolerance.

SUPPORT

Is your advisor going it alone or do they have research and analytics to support their advice?