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Personal Investments • Financial advisor recommendation--beyond the usual suspects?

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Thanks. Yeah, I have googled *a lot* on the subject. I suppose it's a good thing that there are more-and-more fee-only advisors out there, but the problem is figuring out who to choose among the many. And, honestly, a lot of them advertise themselves as specializing in working with millennials, which is definitely not us. I'd like to think I've done a pretty good job educating myself on the various issues involved, so I want to make sure I'm only paying for value added. And I'm really looking for a holistic review of our entire situation, and it seems challenging to ask that of this forum, as helpful as it is.

Statistics: Posted by prof dave — Sat Feb 24, 2024 2:07 pm — Replies 2 — Views 56



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