How to Select a Personal Financial Advisor

As the cost of living continues to rise, many people are looking for personal financial advice to help bolster their financial security now and in the future. At 3 Rivers Wealth Management Group, we believe that selecting the right financial advisor can be a daunting task, but it is well worth the effort when it comes to money management. With the right advisor, you can make sound financial decisions and achieve important financial goals. Here are our top tips to help you select the best personal financial advisor.

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researching financial advisors

Check Background and Credentials

Before you hire a financial advisor, you should check their background and credentials. Find out what kind of credentials they have and if they are certified or licensed. Having a financial advisor who understands the complexities and nuances associated with financial planning is essential. It is also important to make sure they have no bankruptcies, legal judgments, or any other financial problems that might be red flags.

meeting with money management professional

Understand Investment and Wealth Management Processes

Personal financial advisors create a plan and strategy based on the individual’s financial situation, goals, and risk tolerance. They will analyze the investor’s current financial situation, goals, and risk tolerance, and then create a customized plan to help them reach those goals. On the other hand, some advisors use a “one size fits all” approach and may not be the right fit for your needs.

discussing financial services

Ask About Services

Every financial advisor will have different services and areas of specialization. Make sure that the advisor you are considering offers the services that you are looking for and that they align with your financial goals. For example, at 3 Rivers Wealth Management, we offer business services, estate planning, education planning, individual planning, investment planning, protection planning, retirement planning, and a variety of other services to set yourself up for success.

consultation with financial advisor

Schedule a Consultation

Scheduling a consultation with a financial advisor is an important step in finding the right financial guidance. A consultation allows you to get to know the advisor on a personal level and get a better understanding of their qualifications, philosophy, and strategies. During the consultation, ask any questions you have about their services and what type of financial plan they are able to create to help you achieve your goals. With the right financial advisor, you can make sound financial decisions and work towards achieving your financial goals.

Selecting the right financial advisor is important. Doing your research and taking the proper steps to find the right advisor for you can make all the difference in reaching your financial goals. 3 Rivers Wealth Management Group is here to help you find the best advisor to meet your needs and help you achieve your financial goals. Give us a call today to work with a personal financial advisor who is dedicated to going the extra mile to provide a solid foundation of investment and wealth management.

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