Five Things Financial Advisors Can Do For You – Forbes Custom Content

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.


Learn how advisors can help >

How to find the right advisor – Forbes Survey

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.


Here’s what they said >