Qualities to Look for in a Financial Advisor

By Bryce Fathauer , Paul Wilkin & Sandra Morrison

May 29, 2019

Many do-it-yourself investors eventually reach a point where they need or want a financial advisor. Here's how to find a good fit for you.

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Written by

Bryce Fathauer

Bryce Fathauer is not an employee of the SMI newsletter. He is a Stewardship Advisor with SMI Advisory Services, a separate (but affiliated) business. The opinions expressed by Bryce are based on his personal experience as a financial advisor. Learn about SMI Advisory’s Private Client service at smiprivateclient.com

Paul Wilkin

Paul Wilkin is not an employee of the SMI newsletter. He is a Stewardship Advisor with SMI Advisory Services, a separate (but affiliated) business. The opinions expressed by Paul are based on his personal experience as a financial advisor. Learn about SMI Advisory’s Private Client service at smiprivateclient.com

Sandra Morrison

Sandra Morrison is not an employee of the SMI newsletter. She is a Stewardship Advisor with SMI Advisory Services, a separate (but affiliated) business. The opinions expressed by Sandra are based on her personal experience as a financial advisor. Learn about SMI Advisory’s Private Client service at smiprivateclient.com

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Qualities to Look for in a Financial Advisor

Continue reading plus get access to our
objective, time-tested investing strategies.