You may trust your advisor with your personal information and with how you manage your money but how do you pick a good one? Balancing the varying levels of experience and expertise as well as the personalities and beliefs among potential advisors can be a significant challenge, especially as you look for your first advisor. In this episode Zach and Ben walk through some of the differences between advisors and some valuable questions you can ask to feel confident in your conversations.

Do you have suggestions for episodes? Reach out to Zach or Ben with your question at:

ZAshburn@ReachStrategicWealth.com

Ben@GuideFP.com

The Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.