Our Vetting Process
We only recommend advisors to you that we would recommend to our friends and family.
Credentials
Financial advisors can hold various credentials that demonstrate their expertise and qualifications in providing financial advice. Most advisors on our network hold a CFP, CFA, or RIA designation. Different credentials may indicate expertise in various areas of financial planning, investment management, or specialized services.
Client Reviews
Client reviews offer valuable insight into an advisor’s professionalism, expertise, and overall practice. These reviews provide firsthand accounts of clients' interactions, shedding light on how well the advisor understands individual financial goals, communicates complex concepts, and navigates the intricacies of financial planning.
Experience
An advisor's depth of experience serves as a valuable indicator of their ability to provide informed, strategic guidance. Seasoned financial advisors bring a wealth of knowledge gained from years of working with diverse clients and managing various financial scenarios. This experience equips them to anticipate market trends, tailor strategies to individual needs, and mitigate potential risks.
Advisors on our network are fiduciaries. They are required to act in your best interest.
Fiduciary financial advisors are required to follow prudent and reasonable investment practices when managing clients' assets, avoiding any potential conflicts of interest.
Fiduciaries should continuously monitor clients' financial situations and adjust their recommendations as needed to reflect changes in the clients' circumstances or market conditions.
Fiduciaries are expected to provide transparent and complete information to clients, ensuring that clients are well-informed about the risks, costs, and implications of financial decisions.