Items to Consider Before Hiring a Financial Advisor - Bernicke Wealth Management

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Items to Consider Before Hiring a Financial Advisor

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Items to Consider Before Hiring a Financial Advisor

Items to Consider Before Hiring a Financial Advisor

Finding the right financial advisor and financial advisory firm to guide you into retirement may seem intimidating, but it doesn’t have to be that difficult. Follow this checklist to help determine if an advisor is a good fit.

  • How to do a background check on a financial advisor.
  • The importance of hiring a fiduciary.
  • How to gauge the experience of the advisor you are hiring.
  • The importance of determining the total cost of your relationship.
  • A variety of other key components to consider before hiring a financial advisor.

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Items to Consider Before Hiring a Financial Advisor

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Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

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