How do I choose a financial advisor?

Before you choose an advisor, you’ll want to spend some time thinking about why you’re looking for a financial advisor in the first place. Some people are primarily looking for investment advice or help saving for retirement, while others are looking for advice on how to pay off debt or develop an overall financial plan.

How do I find a financial advisor?

There are a few good ways to find a financial advisor. Ask friends, family and peers for recommendations when selecting a financial advisor near you. Alternatively, look for financial advisors online. Many professional financial planning associations provide free databases of financial advisors:

Where can I get financial advice?

Financial advisors aren't just available at your neighborhood advisory office or bank. There are lots of ways to get financial advice. The option that's right for you will likely depend on your personal preferences, the services you need and your budget. Robo-advisors. Online financial planners. Traditional, in-person financial planners.