How to Find an Advisor You Can Trust
posted Wednesday, October 5, 2022
Several years ago, I met with a wealthy widow who had been quite a bit wealthier before meeting Mr. Bernie Madoff. After that devastating experience, she was very concerned about finding an advisor she could trust to act in her best interest. I know she is not the only person who has questions and concerns about finding a reputable, honest and skilled wealth advisor. If you are in this boat, I've created a list of five criteria that should be an absolute requirement when vetting a new advisor.