Our Thoughts

You’ve Got Questions? (You Should) We’ve Got Answers.

The financial advisor marketplace grows more crowded by the day. So how do you determine who will be the best fit for you, or even who is going to be looking out for your interests above their own? How do you even know what questions you need to be considering? Jason Zweig, personal finance columnist for the Wall Street Journal, recently composed a list of the 19 questions you should be asking your current (or prospective) financial advisor. You’ll likely have your own list, geared more toward your specific situation. But this one is a good place to start.