Personal Financial Advisor specializing in Real Estates

[Shaun Ng]

Does anyone have any recommendations of advisors specializing in Real Estates, including exit strategies and wealth planning.

thank you!

[Dillon Kenniston]

Hi @Shaun Ng, thanks for reaching out!

In general, I recommend fee-only, fiduciary CFP® Professionals - then, within that group, you can filter by those who specialize in real estate in general and exit strategies in particular. Those of us who serve the real estate investor community are something of a minority among financial advisors, but we do exist!

BiggerPockets recently released a tool to help real estate investors find an advisor, which you can check out here. It's worth taking a look and talking to a few advisors to see who's a fit for you.

FeeOnlyNetwork and XY Planning Network also have great tools for finding an advisor, though those will be bigger pools of advisors who may or may not specialize in working with real estate investors. But on many of these tools, you should be able to search by real estate as a specialty.

Happy to touch base separately if I can answer any followup questions. I could also offer a handful of questions you might ask when interviewing an advisor. Cheers!