A relationship with an advisor is intended to be long term, and it is important that you find a trustworthy individual to partner with for many years. When evaluating your situation, take into account the stability of the firm and the advisor’s longevity with the firm.
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In this brief, Brightworth Partner and Wealth Advisor Annika Cushnie explains the different kinds of expertise offered by different types of advisors, and how to go about finding an advisor that works to help you meet your unique financial goals.