Searching for an Advisor


Welcome!  Unfortunately, searching for an advisor can be difficult and stressful.  The financial service industry is confusing and often lacks transparency.  Fortunately, however, you can find a good "fit" if you do your homework - don't let the complexity halt your search. There are many options (stock brokers, investment advisers, financial planners, etc.) for many types of investors.  The industry may be complicated - but your primary goal shouldn't be.  Try to match your needs with the right advisor and the right service model.  And try to find the right personality fit.  Hopefully you find our description of financial service Options, Compensation Models, Credentials   and an explanation of Where We Fit helpful. If you would like to discuss further with us - just send us a message (under "Contact Us").