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Deciding On An Advisor

Finding the right financial advisor – one who is a good fit for you and your family – can be very challenging.

In this video David Kern, a financial advisor at Wealthquest, shares some questions and thoughts to keep in mind when you’re looking for a financial advisor.

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Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if WQC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data-to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of WQC by any of its clients.

ANY QUESTIONS: WQC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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Β Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff

Latest Episode of The Rich Life Podcast

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