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By reading this guide you will:
Find out if the financial advisor you hire will put your interests first.
Learn if your advisor is just a salesperson or an experienced expert.
Better understand the different types of financial advisors.
Find a financial advisor who specializes in your area of need.
Learn to tactfully determine the financial advisor's compensation model and identify potential conflicts of interest.
Decide if you should go with a "big name" firm or hire a boutique firm.
Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.
Copyright © 2020 Covenant Wealth Advisors, All rights reserved. Investment advisory and financial planning services provided by Covenant Wealth Advisors, a registered investment advisor.