Head to Toe


How to Choose Your Financial Advisor

There are tons of people out there who promote themselves as financial advisors, and while there are good people who will work in your best interest, there are a lot of advisors who put their own needs first.  

One of the key differences between these two types of advisors is whether they operate under a fiduciary responsibility which means that they have the legal and ethical duty to help the client make the best decisions even if the advisor receives reduced or no compensation.  I think it’s easy to agree that most people want to work with someone who operates that way, especially when dealing with something as important as finances.

The National Association of Personal Financial Advisors has put out a quick guide for those looking for a financial advisor but unsure of how to find one that’s best for them, as well as what questions to ask potential candidates.  I encourage everyone to check it out here (https://www.napfa.org/financial-planning/how-to-find-an-advisor) because for those starting out their careers it’s important to find someone whom you trust and can build a long term relationship.  If you have any questions about how I operate or how I work with clients, please don’t hesitate to reach out and see if I would be a good fit for you.

investing for nurses
Nathan Schorsch