“What are the top 3 most important factors in choosing an adviser? Pros weigh in.”
Choosing a financial adviser is a personal decision. Credentials and experience are important, but so is finding someone who understands your priorities and whose approach fits the kind of relationship you want.
Our founder, Jeff Herman, was invited to share his perspective on that choice in a MarketWatch article on the top factors to consider when selecting an adviser. His perspective: the structure of the firm can shape the experience you have with the person advising you.
“At a boutique firm, you may have more opportunities to discuss your investments directly with the person managing them. If you value a customized portfolio and want your input to help shape the strategy, that level of access can make a meaningful difference.”
That access can give clients more opportunity to ask questions, understand the reasoning behind an investment approach and discuss how their goals or circumstances may change over time. It can also make it easier to have an ongoing conversation about the plan—not only when markets are moving.
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Jeff explains how trust is the foundation. “Does the adviser listen to you, take the time to understand your goals and concerns, and make you feel heard? Just as important, do you believe the adviser genuinely has your best interests at heart and cares about your success? You should feel confident that the advice reflects your needs, not someone else’s agenda.”