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
What Should I Look For When Choosing a Financial Advisor?

Financial Advisor Comparison Tool
THE FINANCIAL ADVISOR COMPARISON MATRIX

The Fiscal Times
WHAT AMERICANS DON’T KNOW ABOUT FINANCIAL FEES, DECEMBER 2012

The Security Exchange Commission
INVESTOR BULLETIN: TOP TIPS FOR SELECTING A FINANCIAL PROFESSIONAL, SEPTEMBER 2012

The Security Exchange Commission
TECHNICAL REPORT: INVESTOR AND INDUSTRY PERSPECTIVES ON
INVESTMENT ADVISERS AND BROKER-DEALERS, 2008

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© 2021 MCS Financial Advisors, LLC. The information on this website does not describe every aspect of our investment advisory services nor does it contain all of our performance records, and it is intended for residents of the United States. Information provided is obtained from sources we believe to be reliable but is not guaranteed. Past results are not indicative of future performance. For more information, view our Form ADV Part 2 or our Privacy Policy. MCS Family Wealth Advisors® is owned by MCS Financial Advisors, LLC (MCS), an investment adviser registered with the United States Securities and Exchange Commission. We only conduct business where properly registered or exempt from registration.