Choosing a financial advisor

Mar 13, 2019 | Rita Benefield and Christos Koutsavakis


Choosing a financial advisor is an opportunity to join forces with a team of knowledgeable professionals who put your interests first.

When interviewing prospective financial advisors, there are several key areas on which to focus your questions. You should seek out information on their qualifications and experience, what kind of clients they work with, what services they can provide to you, and how they are compensated. Ultimately, you should have the confidence in your advisor to share a frank discussion about your personal financial situation.


We take great care to understand our clients’ unique needs and expectations. This is a continuing process, essential to forming a smart long-term savings and investment plan. Our conversations are the foundation on which we build lasting relationships. Engaging in an enduring relationship empowers us to identify financial opportunities suitable to each client. Over time, we track our clients' advancing life goals and keep them informed of their financial progress.


For a helpful guide, please download Seven questions you should ask before choosing a financial advisor.



Personal finance