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The five questions to ask before choosing a financial advisor

September 23, 2020 Article 5 min read
Authors:
Jeff Watkins Wealth Management Sara Montgomery Wealth Management
Choosing the right wealth management advisor involves asking hard questions about transparency and independence. Jeff Watkins and Sarah Montgomery share their top five considerations via MarketWatch.
Woman leaning against a sliding glass door, drinking coffee

Choosing the right investment advisor for your needs should be much easier than it is.

Unfortunately, much of the investment advice and wealth management industry remains mired in confusing practices, a lack of transparency, and complex terminology that makes it all too easy to end up stuck in the details or lack thereof.

Even very smart, high-net-worth individuals can stumble into solutions that don’t deliver what they expected in terms of the services provided, the resources at their disposal, the fees they’re paying, and the investment vehicles they can access.

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