How to Find A Financial Advisor
Not Just Any Advisor, A Fiduciary Advisor
How to find a financial advisor you can trust? That can be answered easily. Find a Fiduciary. What’s in a word? The word Fiduciary is important within the law. It represents a relationship based on explicit trust that’s uncommon in today’s society.
Relationship Designed To Benefit You
A perfect example of this my commitment to communication. The number 1 reason clients leave their current advisor is lack of communication. I have designed our communication to be a method, pace, and frequency of your choice. There is a failsafe for you as well. You will have my cell phone, and I encourage clients to call literally any time that something concerns them.
I know you are busy and questions and concerns come can come up at odd hours. No problem. I’m working all the time, and it’s a pleasure speaking with and helping clients. Communication and contact will always be paramount. If you need additional information, services or assistance, as a client you will have access to whatever I can provide accurately as quickly as I’m able to.
Relationships, to me, are the most important thing we have, and I cherish every one of them. Communication is an underpinning foundation to good relationships. If a client of mine was asking how to find a financial advisor you can trust, I would be horrified.
To that end, the concept is so important to me, that I named my company, Fiduciary Wealth Management. As my client, you directly benefit from this type of relationship. You gain a full-on trusted advisor from day 1. I will never ever have an incentive other than to try and help you achieve your goals.
For the purpose of eliminating any doubt, and just to tie a bow on it, I make the following declaration to you:
If I am fortunate enough to become your advisor, I will NEVER approach you to sell you something.
We can continue on to the next page, or you can choose to check out some of the helpful resources that I’ve put together. Especially the things to watch out for that end up costing people a lot of heartache and money. It is my sincere hope that I’ve helped you to answer your question, how to find a financial advisor you can trust. There is a lot more information on the other pages of this site.