Financial advisors...

3 Replies

Anyone have advice/recommend a financial advisor and or fin advising company?  I'd like some direction on investing for retirement, mutual funds, and stocks, as I plan to invest in all 3.  Should I go with Fidelity or one of those guys or something a little smaller to help with my planning?

Any tips or help on the above would help!


the have a proverbial dog in the fight so be careful when they start selling you product. I.E. Life insurance savings accounts

Nice work miles. Planning ahead is a crucial step these days.

@Reggie Maggard is right. Life policies have their place, but you can usually accomplish more with good mutual funds or other options.

When I have finance questions like yours, I usually look up an ELP on Regardless of how you feel about Dave, his ELPs are always focused on your personal financial goals. I am one for Insurance, so I know he holds his ELPs to high contractual standards. You are sure to get an expert in their field to help you plan the right path there. 

Good luck! 

I recommend reading Tony Robbins book on Money Mastering the Game.  Mutual Funds are only good for the money managers.

You cannot go wrong with Alpha Architect and Professor Gray and his team have taken value investing to the next level.

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