AdvisorSmart® Books

AdvisorSmart® for the Individual Investor

AdvisorSmart for the Individual Investor: Your Guide to Selecting a Financial Advisor

David Bromelkamp's new book is coming early 2025.

AdvisorSmart for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Financial Advice

Part 1: Sources of Financial Advice - learn the various types of financial advice and specific sources of financial advice to avoid
Part 2: The Hunt for Good Advice - learn the sources and characteristics of independent, objective, comprehensive, disciplined financial advice
Part 3: Searching for the Right Financial Advisor - learn how to find the right financial advisor for your personal situation
Part 4: Select and Hire a Financial Advisor (and Firm) - learn how to ask the appropriate interview questions to select a financial advisor and financial advisory firm that fits your needs

Learn more at: www.advisorsmartbook.com

Praise for AdvisorSmart® for the Individual Investor

“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.

More Praise for AdvisorSmart®

AdvisorSmart Book Summary Video

David Bromelkamp

Based on his book AdvisorSmart for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Financial Advice - learn more at www.AdvisorSmartBook.com

AdvisorSmart® for Nonprofit Leaders

AdvisorSmart for the Nonprofit Organization: Your Guide to Selecting a Fee-Only Financial Advisor.

David Bromelkamp is working on a second book that is expected to be released in 2026.

The working title is:

AdvisorSmart for the Nonprofit Organization: Your Guide to Selecting a Fee-Only Financial Advisor

Part 1: Sources of Financial Advice - learn the various types of financial advice and specific sources of financial advice to avoid
Part 2: The Hunt for Good Advice - learn the sources and characteristics of independent, objective, comprehensive, disciplined financial advice
Part 3: Searching for the Right Financial Advisor - learn how to find and hire the right financial advisor for your organization with an extensive section on the use of a disciplined Request for Proposal (RFP) process to retain a financial advisor

Please contact us today if you want to learn more about this project.