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How do I find the right financial advisor for me?

How do I find the right financial advisor for me? I've been personally referred, looked online with web searches, but none of this is helping me find a qualified financial advisor that is right for me. What can I do to find the right advisor?

Choosing an Advisor, Taxes
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May 2018

This is a great question.  Referrals are a good way to potentially get additional information on someone, but the other person's situation may be totally different.  A web search can give you information, but it also may leave numerous holes/questions.  The "right" advisor and you need to "fit" and understand that both of you are part of a team to help you ultimately reach your goals.

I would potentially start with the Comphrehensive Financial Advisor Diagnostic created by the National Association of Personal Financial Advisors (NAPFA).  The questions are well thought out and designed to help you get more than just the basic information on the person and firm you will use plus it comes with an answer key for you to understand more about the questions and answers.


I hope this helps to find the right person for you.

May 2018
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