Choosing An Advisor

Tools for Choosing a Financial Advisor

Finding good articles on how to choose the right advisor, or how to decide if you need a financial advisor, can be challenging. Below are links to some of the better articles we have found, with the “Pursuit of a Financial Advisor Field Guide” the most comprehensive.

When you are ready to start comparing advisors, we offer the Financial Advisor Comparison Matrix to organize the comparisons (including MCS data as sample answers).

The National Association of Personal Financial Advisors

Financial Advisor Comparison Tool

Choosing an advisor is not the easiest thing to do, but these articles are a great reference as you start your search and evaluation.