Questions to Ask When Choosing A Financial Advisor
When selecting an advisor, it is important to know that there are two primary types:
- Fiduciary Advisors are Registered Investment Advisors ( RIAs ), like deMAURIAC, and are held to the highest ethical standards in the industry.
- Non-Fiduciary Advisors are sales representatives of brokerage firms.
deMAURIAC provides a CERTIFIED FINANCIAL PLANNER™ STANDARD OF EXCELLENCE, putting you and your needs at the center of every financial planning engagement. Before you hire an investment advisor, determine if you want a Fiduciary Advisor or a Sales Representative investing your money and giving you financial, retirement, and investment advice: Questions to Ask