How to find a good financial advisor


A good financial advisor is worth his or her weight in gold. Financial advisors help you get your finances handled, which will allow you to finally have a more comfortable and stress-free life with your finances. Talking with a financial advisor is going to be vital if you want to make sure that your financial life, as well as the lives of those around you, are taken care of and in line.

How to find a good finance advisor

  1. Ask for referrals

When looking for a financial advisor you should make sure that you ask for referrals. There are many different ways that you can get recommendations from friends and family, but one of the best sources to get these recommendations from is your current or previous employer. Your employer may not have shown much loyalty in the past, but he or she will probably be more loyal to you than anyone else, so it is worth asking them if they would mind referring someone to you for your financial needs.

  1. Keeping your options open

It is always better to keep your options open, especially when you are looking for a financial advisor. You should not close yourself off to the idea of asking friends and family, and you should also do everything in your power to keep yourself from getting tied down with one particular financial advisor. If you are only going to ask one person for a referral then you should plan on visiting at least two to three different advisors before making an appointment with the one that seems most suited for your needs.

  1. Use an advisor’s name and credentials

Although a financial advisor’s name may not be all that important, the credentials that they have, such as their education and previous experiences will be what you are going to want to focus on. If you see a financial advisor with multiple certifications and degrees then you should be looking into their work practices. If the person has been in business for more than 15 years, then you can probably bet that he or she will know what he or she is doing when it comes to your money.

  1. Do your research

Research is the best way to make sure that you are getting the most accurate information when it comes to your finances. You can do this by talking with people who have already been in similar situations as you, and by reading articles that discuss financial topics, such as those in this article.

  1. Cost of an advisor

A financial advisor should be able to help you with your financial issues, but the price you are going to have to pay for this help is important that you are aware of. Look into what a good financial advisor will charge you, and make sure that you compare it to the costs of other professionals in your area. If you find that a financial advisor is charging more than his or her peers then there may be something wrong with the person.


Keeping your finances in line can be difficult, but if you do it the right way then you will know that you are going to be able to manage this life skill. Making sure that you are getting a good financial advisor is one way that you can ensure that you are going to be well on your way to being able to live your life without any stress.