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05 Apr
The Benefits Of Working With A Fiduciary

By Colleen Weber, CFP®, CPA

There are financial advisors everywhere you turn. The problem is not finding one, but finding the right one—someone you can trust to provide honest advice and help you achieve your goals.

Unfortunately, whether someone calls themselves a financial advisor, financial planner, wealth manager, or financial consultant, it doesn’t tell the consumer anything about the standard to which the advisor is held. This can be incredibly confusing for many people. It’s important to not look for a particular job title but ask your current or prospective financial advisor whether or not they are held to the fiduciary standard. Only then will you know if the advisor truly has your best interests at heart.

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