FIDUCIARY VOICES
  • Profiles
  • Articles
  • Videos
  • Podcasts
  • Contact

Articles

News and Information from Fiduciary Advisors for Consumers +
News and Insights from Organizations that support Fiduciary Advisors' Success

How to Select a Financial Advisor: 5 Questions to Ask

11/27/2023

 
Financial planners are professionals who help individuals and corporations meet their long-term financial objectives. Fiduciary advisors differentiate themselves by meeting the highest standards in the financial planning profession. Terms you may hear used in tandem with (or instead of) “fiduciary” include “fee-only” and “commission-free” — that means they do not get a kick-back for recommending a solution. Their only purpose is to look out for their clients’ overall financial well-being. For tips on selecting any financial advisor, follow these five easy steps, provided by NAPFA, the National Association of Personal Financial Advisors.

Originally published by NAPFA on November 28, 2022. Read full article here.


Comments are closed.

    ABOUT

    Contributions to Fiduciary Voices are provided by independent financial advisors and other professionals who are vetted by an editorial team.

    Categories

    All
    2024 ACP Conference
    2025 Advyzon Conference
    AdvisorEngine
    Advyzon
    Advyzon Investment Management
    Alex Markowitz
    Alliance Of Comprehensive Planners (ACP)
    Alteri Wealth
    Altruist
    Amy Braun Bostich
    Amy Braun-Bostich
    Amy Hamasaki
    Ann J. Shubert
    Apex Fintech Solutions
    Aspyre Wealth Partners
    Astraea Wealth Management
    Auria
    AXG Advisors
    Balefire
    Benjamin Schiffrin
    Bill Keen
    Bill Van Law
    BlackRock
    Blue Chip Partners
    BLX
    BLX Internship Program
    Bob Veres
    Bogart Wealth
    Braun Bostich & Associates
    Braun-Bostich & Associates
    Bridget Venus Grimes
    Buckingham Advisors
    Cassandra Kirby
    CFP
    Charles Reiling
    Charles Schwab
    Christophe Gauthron
    ClientFirst Wealth Legacy & Estate Planning
    ClientWise
    CoastalOne
    Constellation Wealth Capital (CWC)
    Crux Wealth Advisors
    Daniel Dusina
    Danielle White
    Daniel Satchkov
    Dan Seder
    Dimensional Fund Advisors
    Dr. Amy Fletcher
    Ed Mahaffy
    Equila Financial
    Equita Financial Network
    Fidato Wealth
    Fiduciary
    Finance Reverse Of America
    Financial Independence Planning (FIP)
    FMG Suites
    George Papanier
    ICapital
    Idea Decanter
    Impact Communications
    Indivisible Partners
    Innovayte
    Inside Information
    Institute For The Fiduciary Standard
    Intercontinental Wealth
    Invesco Advisers Inc.
    James Bogart
    Jason Hester
    Jeff Coyle
    Jeffrey Fuhrman
    Jennifer Dazols
    John Hoffman
    John Mackowiak
    John O’Connell
    John Thiel
    Jonny Swift
    Joseph Peiffer
    Juan Pablo Villamarin
    Kartik Srinivasan
    Katie Burke
    Keen Wealth Advisors
    Kevin Knull
    Knut Rostad
    Kwanti
    Laura Corbiani
    Lee Andreatta
    Levitt Capital Management
    Libretto
    Lisa Dazols
    Luis Rosa
    Marie Swift
    Marquis Who’s Who
    Martin Tarlie
    Michelle Gruber
    Mike LaMena
    Mindy McCubbin
    Modern Family Finance
    Mountain Wealth Planning
    Myriad Advisor Solutions
    NAPFA
    Nebo Wealth
    Nell Cordick
    Olivia Eisinger
    Patrick Shaddow
    Potomac Fund Management
    Ray Sclafani
    Rich Cancro
    RiXtrema
    Robert J. Jackson Jr
    Robert Steinberg
    Rob Rickey
    Shawn Tydlaska
    Shehara Wooten
    Small Business
    Sora Finance
    Stephen Resch
    Stewart Koesten
    StraightLine Group
    Syntax Data
    Syntax Direct
    Tax Concerns
    TaxStatus
    Technology Tools For Today
    The Oasis Group
    Travis Alexander
    Trevor Coyle
    Truman Wealth Advisors
    WVL Group
    Your Story Financial
    Zaneilia Harris

HOME​
PROFILES
ARTICLES
VIDEOS
PODCASTS
CONTACT
Fiduciary Voices © January 1, 2024 - All rights reserved by Impact Communications, Inc.
  • Profiles
  • Articles
  • Videos
  • Podcasts
  • Contact