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The best way to find a good financial advisor is to ask friends and colleagues for referrals. However, finding someone through word of mouth alone may not be your best bet, as there could still be situations where the personal or professional interests of those in the know might cause them to steer you towards another financial adviser who will earn their commission that way.
Instead, we recommend that you take a look at some websites dedicated to listing advisors by specialty. You can find these sites by searching "financial advisors" in your browser's search box or by asking Google for information on how to find a financial advisor. Once you have found these sites, it is important to read what each one has written about the advisor before selecting one. This may take some time, but it is important that you get a good, honest idea of what to expect from all of your prospective advisors. A good place to start when looking for an advisor is the Investment Adviser Public Disclosure website.
Another method is to check with organizations such as the National Association of Personal Financial Advisors and the Financial Planning Association. These organizations have websites where you can look up local advisors with whom they are familiar and whose standards they have set for membership. These organizations will not only provide referrals, but you can also look at their regulations and licensing requirements to help ensure that any advisor you do choose is following best practices and operating in a fashion which will keep your money safe.
Instead, we recommend that you take a look at some websites dedicated to listing advisors by specialty. You can find these sites by searching "financial advisors" in your browser's search box or by asking Google for information on how to find a financial advisor. Once you have found these sites, it is important to read what each one has written about the advisor before selecting one. This may take some time, but it is important that you get a good, honest idea of what to expect from all of your prospective advisors. A good place to start when looking for an advisor is the Investment Adviser Public Disclosure website.
Another method is to check with organizations such as the National Association of Personal Financial Advisors and the Financial Planning Association. These organizations have websites where you can look up local advisors with whom they are familiar and whose standards they have set for membership. These organizations will not only provide referrals, but you can also look at their regulations and licensing requirements to help ensure that any advisor you do choose is following best practices and operating in a fashion which will keep your money safe.
