💨 Abstract

As financial insecurity rises, Americans are increasingly in need of financial advisors. According to surveys, many Americans are unprepared for retirement, face financial anxiety, and have debt. Choosing a trustworthy, reputable, and well-qualified financial advisor is crucial. Personalization, communication style, and alignment of values are also key factors. Advisory fees vary, but evaluating them should be the final step in selection after considering expertise, personalization, and connection.

Courtesy: WTOP Staff