The answer is, it depends. That may sound surprising since I enjoy advising people on financial matters, but not everyone is in need of professional financial advice.  It really starts with understanding what type of financial advice would benefit you since there are different types of advisors.  For example, there are some advisors who offer…

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I’m a newer Registered Investment Advisor with my financial planning and investment advisory business officially coming online in 2015.  I’ve been in financial services for close to 30 years, and I have seen all types of financial practitioners.  There are many financial advisory models that serve different types of clients, focus on different types of…

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What does it mean to be a fiduciary?   Registered Investment Advisors (RIA) are required to follow the standard of fiduciary duty when working with clients, which is a legal standard that stockbrokers and other agents of broker/dealers are not required to follow. The fiduciary standard was established as a result of the Investment Advisors Act…

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