Helping investors learn how to select financial advisors to get BETTER FINANCIAL ADVI
We will help you learn hto find and select a fee-only, fiduciary financial advisor to help you to get better financial advice
We will help you learn hto find and select a fee-only, fiduciary financial advisor to help you to get better financial advice
Many investors are confused about the role of the financial advisor. Unfortunately, the vast majority of individual investors get their financial advice from investment product salesmen. We believe that you deserve unbiased financial advice and our mission is to help you to find it. Helping you learn how to find an objective fee-only financial advisor is our business. We're prepared to provide you with the information that you need to search for and select an objective fee-only financial advisor. Ultimately we want you to learn how to become an AdvisorSmart® investor.
We believe that finding an objective financial advisor requires three simple decisions to:
1. Avoid financial product salesmen
2. Seek out objective financial advisors
3. Select evidence-based financial advisors
Our promise is to provide you with the information that you need to become an AdvisorSmart® investor.
Newsletter Descriptions:
Individual Investor: Monthly insights + info related to the book AdvisorSmart for the Individual Investor
Fiduciary Financial Advisor: Research into the fiduciary best practices + Mister Fiduciary (blog)
Nonprofit Financial Leader: Best practices for selecting financial advisors for nonprofit organizations