Five Things To Look For In A Financial Advisor

If you’re ready to work with a pro, here’s some criteria to keep in mind

Jonathan E.
5 min readMar 18, 2021

--

NOTE: This post is intentionally not titled something like “THE top five things….” because while I believe these are good principles to follow when shopping for an FA, I’m not an investing professional, and I don’t know your individual situations, so I won’t

--

--

Jonathan E.

I'm Jonathan, a writer, thinker, and leader passionate about creativity, critical thinking, and personal growth. Join me in unlocking your potential!