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 trying to find a financial advisor near you. Alternatively, look for financial advisors online. Many professional financial planning associations provide free databases of financial advisors:

What makes a good financial advisor?

Keep in mind that most financial advisors provide more than just investment advice. The best financial planner is the one who can help you chart a course for all your financial needs. This can cover investment advice for retirement plans, debt repayment, insurance product suggestions to protect yourself, your family and estate planning.