For the affluent, making the decision to hire a financial advisor is often triggered by a major life change. Whether it’s an illness or disability, or a big financial request from a parent or child, “It’s something that makes them stop and say, ‘This is really getting beyond me,’” said Greg Sullivan, president and CEO of Sullivan Bruyette Speros & Blayney, an advisory firm in McLean, Virginia.
When that day comes, personalized financial guidance could pay off many times over.
What’s the best way to find an advisor that will meet your needs in the...
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For the affluent, making the decision to hire a financial advisor is often triggered by...
Read More > What’s the best way to find an advisor that will meet your needs in the next 10, 20, or 30 years? To help answer that, Forbes surveyed individual investors, including high net worth individuals, to find out what matters most to them.
For the affluent, making the decision to hire a financial advisor is often triggered by...
Read More >Once you have finished identifying your investment goals and preferences, and are ready to interview advisors, search for independent advisors in your area by using our directory and entering a five-digit ZIP code.