Screen Shot 2021-06-30 at 7.38.21 PMYour relationship with your financial advisor can be one of the most important professional relationships you’ll ever have—one that could last a lifetime!

The key is finding the financial advisor that fits your needs, which will depend on your specific situation and what you value in a trusted relationship.

This guide explores the potential value today’s financial advisors offer as well as things to consider as you look for a firm to help you.

In it, you'll find: 

  • How financial advisors can help
  • An overview of qualifications common in the industry
  • An overview of fees in the industry
  • BONUS: a printable advisor selection checklist and score sheet to help you compare and keep track of potential candidates

Fill out the form to download the guide!


Complete the form to download the guide

“You will not be able to control the directional moves of the market. However, maintaining a long-term discipline will allow you to avoid the financial pitfalls that result from succumbing to your emotions during periods of market turmoil.”

Adam Phillips, CFA, CFP® - Director of Portfolio Strategy, EP Wealth Advisors, LLC

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