Need an investment advisor

[Mike D.]

I'm looking for an an investment advisor I can meet with virtually to design a portfolio to complement real estate investing. I will have specific questions about portfolio designs such as golden butterfly and the permanent portfolio and how they complement real estate. Anybody know a good one?

[Dillon Kenniston]

Hey there @Mike D.! Great question and thanks for reaching out.

BiggerPockets actually has a tool that helps you connect with financial planning professionals, including fee-only investment advisors, who specialize in working with real estate investors.

You can find their portal here. Talk with a few folks and see if you find an advisor who best aligns with what you're looking for. Hope this helps!