How to find the best advisor for you. Finding the right financial advisor starts with the firm they work for, Dailey says. You want a firm that has enough investment options to meet your long- and short-term goals.
Then consider that advisor’s business model and the type of clients they work best with, Diehl says. Look for someone who has experience helping people like you: clients of similar backgrounds, financial and familial situation, perhaps even people who work in your same industry.
The best way to find this special someone often word of mouth, he says. Leverage your social network by asking your peers whose financial services they use.