Looking for a real estate savvy registered investment advisor (RIA)

[Brian Cook]

Hi all, my wife and I own 4 STRs in Colorado and are looking for a real estate-savvy RIA. I would love for this person to be able to counsel us on our entire portfolio (retirement, mutual funds, AND real estate), LLCs, do our taxes, and offer RE professional tips. That being said, Fidelity already manages our mutual funds and retirement accounts so we don't need fund-specific management, just general oversight and portfolio-balancing advice based on the risks and amounts of those accounts. I know those are a lot of details, but I'd greatly appreciate recommendations for RIAs with whom you've personally had good experiences with! Thanks in advance, Brian

[Dillon Kenniston]

Hey Brian! Thanks for reaching out.

Totally get it. Finding a RE-friendly financial advisor can be tricky. But BiggerPockets has a solid tool for putting investors in touch with real estate-friendly advisors, including fiduciary, fee-only CFP® Professionals.

Here's the link: https://www.biggerpockets.com/business/finder/finance-pros

If you have any follow-up questions, happy to touch base separately. Cheers, and best wishes in your search!