Praise for AdvisorSmart®

“Anyone who’s ever wanted to confidently select a financial advisor will absolutely benefit from the effective tools and guidance presented in this book.” Ivan Illán, AIF®, CFS®, Founder & Chief Investment Officer, Aligne Wealth Advisors Investment Management (AWAIM®) (www.alignewealth.com) and Bestselling Author of Success as a Financial Advisor for Dummies

 “Whether you are already working with a financial advisory firm or trying to decide on whether to hire one, AdvisorSmart for the Individual Investor is an extremely valuable tool. I highly recommend it.” Larry Swedroe, Head of Financial and Economic Research, Buckingham Strategic Wealth (www.buckinghamstrategicwealth.com) and Author of the book The Only Guide to a Winning Investment Strategy You'll Ever Need

 “Slick relationship people can be very persuasive. Trust but verify. This book gives you the tools you need to get what you pay for when you hire a financial advisor.” Ron Surz, President of Target Date Solutions (www.targetdatesolutions.com) and Author of the book Baby Boomer Investing in the Perilous Decade of the 2020s: How to Live a Dignified Retirement

  “Sales is the focus of many financial advisory and wealth management firms. However, there are a growing number of fee-only financial advisors who strive to be more focused on your needs. Reading AdvisorSmart for the Individual Investor will give you the knowledge to see through the Wall Street marketing and distinguish the good firms from the bad ones.” Guerdon T. Ely, MBA®, CFP®, AIFA®, ChFC®, Founder, Ely Prudent Portfolios, LLC (www.elyportfolios.com) and Author of the book Lower Your Financial Handicap: Advice from the Financial Caddie

“AdvisorSmart for the Individual Investor is a must-read for anyone who is looking for investment or financial planning advice that is truly in their best interest.  It slices through the myriad of mysteries and confusion found throughout the financial services industry. Both first-time and experienced investors will benefit greatly from its clear and concise explanation of how the investment advice world really works.” Allan Henriques, JD, Board Certified Fiduciary, Fiduciary Consultant, FiduciaryPath (www.FiduciaryPath.com)

“AdvisorSmart for the Individual Investor offers a highly detailed process for selecting a financial advisor in the United States. David Bromelkamp uses examples and provides resources, making it an interesting read and a very practical guide. You would be wise to read this book before making a hiring decision.” Carlos Panksep, Vice President, CEFEX, Broadridge Retirement and Workplace (www.cefex.org)

“Decades of wisdom, vulnerability, honesty, humility, this book has it all. This is a powerful read for the individual investor, and an even better mentorship read for those 80%+ advisers that are not real Fiduciaries.  The educational value of the text is enormous, thank you David for putting it out in the world, and fighting the good fight.”  Justin Sanderson, CFP®, CIMA®, CEO, Sanderson Wealth Management (www.SandersonLLC.com) 

“This book will help you to greatly transform your approach to locating a financial planning professional to serve as your trusted partner. Your level of understanding concerning financial advisors can make the difference between sustainability or struggle, peace of mind or disaster. AdvisorSmart is infused with passion and loaded with transparent truth-telling. Bromelkamp succeeds in ‘pulling back the veil’ on an insular industry, rendering us wiser and far better able to achieve the financial security we seek.”  Lori Crever, work culture evangelist, former international banking vice president, and author of Protégé Power: A Roadmap to Mentorship (www.protegepower.com)

“David Bromelkamp understands that, as investors, we bring more than just our money to the investor profile. We bring our whole selves – our fears, our values, our goals for ourselves and our families. And, money is personal, whether you are investing a little or a lot. AdvisorSmart for the Individual Investor reflects Bromelkamp’s investor-centered approach and gives practical advice for anyone navigating the world of financial advisors. He will change the way you seek out financial advice.” Yvonne Hundshamer, President, Blue Grotto Inc. (www.bluegrottoinc.com)

“In my years co-hosting the weekly PBS series, MoneyTrack, many of our viewers have shared their personal horror stories about how devastating bad financial advice can be. They wished for guidance to find alternatives to brokers and salespeople. Individual investors are now starting to understand what real financial and retirement advice looks like, and how seriously they should be taking the process of finding the right financial advisor. I’m beyond thrilled to see a widely respected investor advocate like David valiantly join the quest to help people recognize and distinguish financial advice from sales tactics. In this incredibly usable resource, I wholeheartedly applaud David’s bold and brave stance in exposing Wall Street’s deceptive tactics, and empowering people to take the search for better financial advice into their own hands. Anyone nearing retirement needs to read this book.” Pam Krueger, Founder & CEO, Wealthramp, Inc. (wealthramp.com)

“If you’ve ever wondered how to choose a financial advisor, you’re not alone. It’s baffling. And that’s not by mistake: financial selling machines want to lure you in with ads claiming to provide what you need. They don’t. They sell you what they need to sell. AdvisorSmart for the Individual Investor is the best guide I’ve seen to help you find genuine advice from an authentic fiduciary - someone who acts in your best interest with loyalty, care, and genuine advice. Buy the book and get out your highlighters and Post-it Notes, because you’re going to refer to this guide time and time again.” Kathleen M. McBride, ERISA 402(a) Named Fiduciary Expert, Fiduciary Wise, LLC (www.fiduciarywise.com

“For anyone wondering if they should hire a financial advisor and unsure how to get started, AdvisorSmart for the Individual Investor is an easy-to-read playbook that educates readers on how to make more informed and educated decisions while exponentially increasing their odds of choosing an advisor who will have their best interests in mind.” Brian Thorp, Chief Executive Officer, Wealthtender (www.wealthtender.com)

“Reading this book is THE first step for anyone considering whether (or not) to hire a financial advisor, as well as for individual investors who are not absolutely convinced that their current financial advisor is the right fit.  AdvisorSmart for the Individual Investor provides you with an unbiased, comprehensive, and concise step-by-step guide to identify and then select a qualified, professional and trustworthy wealth advisor from the multitude of self-described money managers and financial companies.” Steven Klos, MD, Associate Professor of Emergency Medicine, University of Minnesota

 “Choosing a financial advisor is an important step to obtain the peace of mind that comes with having a financial plan. The most difficult step is often finding a good financial advisor. AdvisorSmart for the Individual Investor breaks down the financial industry from an insider’s perspective so that the reader can be better informed and thus feel more confident in choosing a trusted advisor.” Linda Wedul, CAE, President & CEO, Minnesota Society of CPAs (www.mncpa.org)

“AdvisorSmart For the Individual Investor is an insightful book full of simple frameworks that can help hard working people get the help they need. Amid all the industry jargon, financial salespeople, marketers, and designation collectors, this book will help cut through the noise and give you clarity on how to find a financial advisor who will truly represent your interests.” Steve Atkinson, Managing Director at CRA|Admired Leadership www.admiredleadership.com 

“This is a must read for anyone struggling with the management of their finances, debt, investments, or retirement planning. David Bromelkamp makes a strong case for seeking professional financial planning help and provides a comprehensive and easy to read road map to find an independent, conflict-free, and well qualified financial advisor. This book also serves the needs of those who already have a financial advisor but believe that it might be time for a check-up.” Roger L. Levy, LLM, AIFA®, Managing Director, Cambridge Fiduciary Services, LLC (www.cambridgefiduciaryservices.com)

“Selecting a financial advisor is one of the most important financial decisions that you make during your lifetime. AdvisorSmart for the Individual Investor provides the reader with the knowledge needed to select a trustworthy financial advisor. Based on my experience, choosing the wrong financial advisor can have devastating results - such as a broker churning a client’s account to make excess commissions. Verifying that an advisor has YOUR interests at heart will provide you with the confidence that you are taking positive steps for securing your financial future.” Debra Thompson, CPA, CFE, Founder, Hugs for Business (www.hugsforbusiness.com)

“The movement for the best financial advisors to gain independence has been a boon to investors looking for investment advice that’s free of so many of the traditional conflicts of interest. However, it’s left a void where investors can no longer look to well-known, established brands as a mark of quality. AdvisorSmart for the Individual Investor is the sherpa that investors need to find a new trusted financial advisor.” Brian Hamburger, JD, CRCP, MarketCounsel (www.cnsl.me)

“Given the thousands of investment opportunities available today, how do investors make smart decisions with their money?  Seek professional advice of course – but given the thousands of advisors out there, how do investors choose who to work with? David answers this question comprehensively with cautionary tales that warn the reader of the pitfalls to avoid and checklists that speed the process of finding the perfect professional.” Samuel Adams, CEO & Co-Founder, Vert Asset Management www.vertasset.com and Co-Author of the book Your Essential Guide to Sustainable Investing

"Powerful, practical, and solid advice on selecting a financial advisor with confidence. David Bromelkamp is to be commended for providing this invaluable resource to the investing public." J. Richard Lynch, former Fiduciary Investment Management Instructor, Broadridge Fi360 (retired) and a former member of the CEFEX Registration Committee

“This is a must-read for investors wanting to cut through the noise and confusion of finding, selecting, and working with a professional financial advisor.  I believe that investors at any stage of their financial lives will be better off following David Bromelkamp's straightforward advice on seeking fee-only fiduciary advisors who always put their clients’ interest first.” Allan Slider, Founder, FeeOnlyNetwork (www.FeeOnlyNetwork.com)

“David Bromelkamp has written the book that I have always wanted to write: A well-written, plain English, comprehensive book which truly guides the individual investor to an appropriate financial advisor to get better financial advice. This book’s four parts and 38 chapters provide a thoughtful, evidence-based approach and flow seamlessly toward the excellent appendices and glossary. I believe AdvisorSmart for the Individual Investor is a groundbreaking achievement – you will benefit by reading this book.” Keith Loveland, Keith Loveland Consulting

“My wife and I went through the financial advisor selection process in our late 40’s and wish that Dave had written this book 15 years ago.  His client stories are like those that we experienced prior to and during our search - and in the years since.  AdvisorSmart is an easy read that provides you with a roadmap to conduct your search, and most importantly, choose & retain a trusted financial advisor.” Mark McKeown, Retired Vice President, Circana (formerly IRI)

“In addition to being an easy read and pragmatic guide for individuals looking for guidance on how to vet and select financial advisors, AdvisorSmart for the Individual Investor offers some great insights on David's personal journey that are sure to resonate with other fiduciary-centric financial professionals.” John Faustino, AIFA®, PPC®, Head of Retirement Products, Broadridge Financial Solutions, Inc.

“Dave Bromelkamp’s new book, AdvisorSmart for the Individual Investor, is the go-to reference guide for individual investors looking to find and select a prudent financial advisor. It is chock full of powerful and practical ideas that give investors the information they need to identify the financial advisor that will stand them in good stead throughout their investing lives.” W. Scott Simon, J.D., CFP®, AIFA®, BCF®, Former Morningstar columnist and author of the books Index Mutual Funds: Profiting from an Investment Revolution and The Prudent Investor Act: A Guide to Understanding

“David Bromelkamp delivers a guide that is imperative to an individual investors’ prudent selection of a new financial advisor.  If an investor wants to find an advisor that is focused on making money for the client relationship instead of from the client relationship, AdvisorSmart for the Individual Investor provides the evidenced-based tools that will be referenced time and time again.” Michael Smith, Managing Partner, Insight Financial Partners, LLC, www.insightfpllc.com

“Bromelkamp unpacks his vast experience and study of investing and advice in plain words. He makes readers smarter by describing what to avoid and what to seek. My favorite tip? Keep it simple and only hire a fee-only (and fiduciary-always) advisor who puts their proud fiduciary status in writing, such as detailed in the Real Fiduciary™ Practices.” Knut A. Rostad, President, Institute for the Fiduciary Standard www.thefiduciaryinstitute.org

“In clear language and relatable stories, David Bromelkamp shares his personal journey from discovering that there’s a better model of financial advice to championing that vision for investors. David has committed his professional life to educating investors and advocating for a transparent, client-centric advice model that puts their interests first.” Dave Butler, Co-CEO, Dimensional Fund Advisors www.dimensional.com