Wappingers Falls, NY Financial Advisers

What Is A Financial Adviser

A financial adviser is a licensed professional who is compensated to offer financial advice to clients. Just as you would hire an architect to create a blueprint for your home, a financial adviser will help with the blueprint for your financial future.

An experienced and competent adviser will also provide the expertise to help you reach your financial goals. Your financial adviser should also, whenever possible, be a fee-only fiduciary adviser to ensure an unbiased experience. Commissions can sometimes create an unwanted conflict of interest we choose to avoid. 

A fee-only fiduciary should be all-inclusive and provide the financial plan, the advice, the investments, and conduct transactions as well as ongoing monitoring of your plan. It is important to keep a close working relationship with your adviser; be involved and stay involved. A great long-term partnership is the goal to help ensure your achievement.