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.
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.
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.