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Personalized advice for portfolio size
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Chevy Chase, Maryland, is a city known for its charming surroundings and desirable living conditions for its almost 3,000 residents. Despite this city's small size, Chevy Chase has a cost of living that is 67% higher than the state average. To make informed financial decisions in this high-cost city, residents can benefit from connecting with a fiduciary financial advisor that can help them manage their money and make informed decisions about their financial future. Whether you're interested in establishing a business, exploring real estate ventures, or pursuing other investment endeavors, a qualified advisor can provide ongoing support and assistance. To find top-ranked financial advisors and advisory firms in and near Chevy Chase, Maryland, you can begin your search with WiserAdvisor's online directory. Our directory features a list of screened and vetted financial advisors who offer a range of financial services in areas including financial planning, investment management, wealth management, retirement planning, and estate planning.
Chevy Chase
has
17
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Chevy Chase,
Maryland
have an average of
17
years of experience.
NOTE: The list of vetted financial
advisors in
Chevy Chase,
Maryland
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Chevy Chase, Maryland.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Erich Imphong
CFP® PLOTKIN FINANCIAL ADVISORS, LLC 8401 Connecticut Ave, Suite 400, Chevy Chase, MD 20815 |
13 Years | Not Specified | $250,000 | Fee-Based |
| 10 Years | $34,660,000 | $0 | Fee-Only | |
| 12 Years | $120,000,000 | $50,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 35 Years | $0 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
MY Wealth Management, Inc.
CFP®, ChFC® 12410 Milestone Center Drive, Suite 175, Germantown, MD 20876 |
28 Years | $140,000,000 | Not Specified | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA® HARBOR INVESTMENT ADVISORY 2330 W. Joppa Rd, Lutherville, MD 21093 |
12 Years | Not Specified | $250,000 | Fee-Based |
| 11 Years | $100,000,000 | Not Specified | Not Specified |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
6550 Rock Spring Drive,
Suite 510,
Bethesda,
MD
20817
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 5083311
Firm CRD# 7717
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
8401 Connecticut Ave,
Suite 400,
Chevy Chase,
MD
20815
Phone Number
301-907-9790
Erich is a CERTIFIED FINANCIAL PLANNER™ who has been in the financial service industry for over a decade. He received his Bachelors of Science from The Catholic University of America and his Master degree in Finance from The Sellinger School of Business at Loyola University Maryland. Prior to joining Plotkin, Erich was both a client manager and the associate portfolio manager at Geier Asset Management, Inc. in Marriottsville, MD. At Geier, Erich worked with professional athletes, business owners, retirees, and families to implement their financial goals. In conjunction with these responsibilities he gained tremendous experience analyzing, identifying and executing strategies in client investment portfolio's that aligned with their unique income and growth objectives. The diverse clientele that Erich has served over the years has allowed him to recognize that there is not a standardized approach when it comes to crafting the right financial plan or investment allocation for clients and their families. This is why Erich believes in holistic financial planning in order to develop a plan and investment strategy that meets the client's needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with one's retirement goals. Erich is a sports enthusiast having played team sports all his life and enjoys staying active by acquiring new hobbies. He and his wife, Kelly, have two young children.
As a CERTIFIED FINANCIAL PLANNER™ at Plotkin Financial Advisors, LLC I am in the business of making a difference in the lives of clients and their families. I am guided by the core values of honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' interests. As an independent firm, we are free to craft financial plans and make recommendations that fit our clients best. The services and investments we recommend are based on what is in the best interest for our clients and their families. My firm's comprehensive wealth management service is a refined process that helps to define and clarify the financial landscape for the clients we serve. Together, we help you and your family work towards your financial goals. What - Provide clients with sound advice regarding every aspect of their financial lives. How - I utilize our proprietary Legacy Program method to design a customized wealth management plan. Why - I believe comprehensive financial planning is the foundation of achieving your desired lifestyle.
Advisory Services Provided:
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Compensation/Fee Fee-Only, Flat Fee
Office Location
6731 Whittier Ave,,
McLean,
VA
22101
Phone Number
703-344-6844
Christopher M. Passarelli is the visionary founder and driving force behind Bull Run Investment Management, where he serves as Chief Executive Officer and Chief Investment Officer. With over a decade of experience in the financial industry and an unrelenting passion for delivering exceptional results, Chris has redefined wealth management for high-net-worth individuals and business owners. His journey into finance began early, making his first stock purchase at the age of 10 and honing his skills as a trader and analyst long before most even consider investing. This lifelong commitment to the markets forms the foundation of Bull Run's unparalleled investment strategies. Under Chris's leadership, Bull Run Investment Management stands apart by focusing on high-growth, future-defining sectors, including Artificial Intelligence, Cybersecurity, SaaS, E-commerce, and Fin-Tech. The firm's Equity Innovation Strategy, its flagship portfolio, delivered an extraordinary 98.4% return last year, net of fees, demonstrating the kind of results that leave competitors in the dust. With a proprietary blend of research-driven insights and disciplined execution, Chris ensures every client portfolio is positioned to outperform benchmarks and achieve superior risk-adjusted returns. Chris's expertise goes far beyond portfolio management. He specializes in designing bespoke investment strategies that are uniquely tailored to his clients financial goals, risk tolerance, and long-term vision. His ability to simplify complex financial concepts and translate them into actionable opportunities sets him apart as a trusted advisor and a partner in wealth creation. With a relentless commitment to excellence, transparency, and client success, Chris ensures every decision is made with the utmost integrity and focus on delivering unparalleled value. Click here to learn more about Chris Passarelli
A fiduciary, like Bull Run Investment Management, has a legal and ethical duty to put their clients' interests first, ensuring that the wealth management services they provide are tailored to meet each client's unique financial goals and needs. We take it seriously when our clients entrust us with their assets and financial goals. As part of our fiduciary duty, we must act in your best interest, which requires us to act with the highest level of integrity. This principle forms the foundation of all our decisions and strategies. Leveraging our profound insights into market dynamics and economic fluctuations, we strategically position our clients' portfolios to optimize growth potential. Our commitment to integrity and accountability ensures that every investment decision is made with our clients' best interests at the forefront, thereby cementing the foundation of a fiduciary relationship.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
4201 Wilson Blvd,
3rd Floor,
Arlington,
VA
22203
Phone Number
202-926-3725
Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients. In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President. Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD. Currently, Michael lives in Glover Park, Washington, DC. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.
Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions. We are a registered investment advisory firm located in Glover Park, Washington, D.C.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Based
Office Location
12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD
20904
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Office Location
1919 Gallows Road Suite 1000,
Vienna,
VA
22182
Phone Number
703-245-5027
Nothing compares to the feeling of helping a family or individual plan for their financial future. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better! Click HERE To Learn More About Bob Howard.
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1750 Tysons Boulevard,
Suite 1140,
Tysons Corner,
VA
22102
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
1945 Old Gallows Road,
Suite 505,
Vienna,
VA
22182
Phone Number
703-288-0500
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1800 Diagonal Road,
Suite 480,
Alexandria,
VA
22314
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
12410 Milestone Center Drive,
Suite 175,
Germantown,
MD
20876
Phone Number
301-330-7900
An independent, Registered Investment Advisory (RIA) firm focused on standing by your side as you prepare for retirement, enjoy your independence, and pass on your legacy. We understand that life doesn't always move forward as planned. That's why we're here to help you navigate the twists, turns, and bumps ahead as you move into and throughout retirement.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
19775 Belmont Executive Plaza,
Suite 530,
Ashburn,
VA
20147
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
6031 University Boulevard,
Suite 150,
Ellicott City,
MD
21043
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Office Location
20 W Market Street, Suite #1,
Leesburg,
VA
20176
Phone Number
703-307-2899
Nothing compares to the feeling of helping a family or individual plan for their financial future. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better! Click HERE To Learn More About Bob Howard.
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
900 Bestgate Road,
Suite 407,
Annapolis,
MD
21401
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
901 Dulaney Valley Road,
Suite 901,
Towson,
MD
21204
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2330 W. Joppa Rd,
Lutherville,
MD
21093
Phone Number
410-659-8905
I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Office Location
303 International Cir #105,
Hunt Valley,
MD
21030
Phone Number
410-937-7578
As a CFP®, I am held to the highest professional and ethical standards. With over 20 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.
I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.
I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 61 | 26 | $8,453,857,329 | A percentage of AUM, Performance Based
|
|
| 86 | 14 | $4,084,712,810 | A percentage of AUM, Performance Based
|
|
| 17 | 46 | $3,951,461,460 | A percentage of AUM, Performance Based
|
|
| 23 | 131 | $2,589,069,260 | A percentage of AUM, Other (ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS)
|
|
| 15 | 17 | $1,611,239,387 | A percentage of AUM, Performance Based
|
|
| 6 | 1654 | $1,328,788,451 | A percentage of AUM, Fixed fees
|
|
| 4 | 476 | $665,854,051 | A percentage of AUM, Hourly charges
|
|
| 1 | 114 | $496,493,260 | A percentage of AUM
|
|
| 11 | 3 | $358,861,756 | A percentage of AUM, Performance Based
|
|
| 10 | 3 | $287,009,717 | A percentage of AUM, Performance Based
|
|
| 5 | 314 | $188,309,554 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 366 | $186,500,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 642 | $174,914,111 | A percentage of AUM, Hourly charges, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)
|
|
| 2 | 196 | $108,867,841 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 0 | $0 | A percentage of AUM, Performance Based
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
