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How To Select A Financial Advisor: 

The Least You Should Know

By Edward P. Mahaffy, MBA, CFP®, ChFC®

Who wouldn’t want to be guided by someone who places their clients’ interests first and foremost? Ed Mahaffy's quest to build a business for his clients led to him writing How to Select a Financial Advisor: The Least You Should Know.

Differentiating among the many types of financial advisors is difficult. What should you be looking for in a financial advisor? How can you find an advisor who will work in your best interests? Ed teaches you how to find the right advisor for you.

How To Select A Financial Advisor

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Questions You Need to Be Asking

If you can’t answer these basic questions about your investments, then you probably need assistance. If you have a financial advisor, and he can’t (or won’t) answer these questions, then you need another advisor:

  • What investments do you own?
  • Why do you own those investments?
  • What is the true cost of ownership of those investments?
  • Does your financial advisor have a legal obligation to always act in your best interests?
  • What is your true cost of receiving financial advice?
  • What are your alternatives for investment products? What are their costs?

Learn how to take control of your investments, your financial future, and your relationship with your financial advisor with How To Select A Financial Advisor: The Least You Should Know.

What People Are Saying

If you want a friend, get a dog. If you want help managing your money and turning it into wealth, hire an investment advisor. In this little book, Ed Mahaffy offers advice on how to get advice—how to hire the right advisor, and how to avoid the ones that are wrong for you. He also explains the fundamentals of investing--where to put your money for safety and for growth, and how to get a little of both.

Thomas G. Donlan

Editorial Page Editor , Barron’s National Business and Financial weekly

The electronic and physical bookshelves are chocked full of investment advice. So many investors jump in and hire brokers, advisors and wealth managers without hedging the advice...without knowing the facts. How to Select a Financial Advisor clarifies the information you need to know. Read the book. Commit the chapter titles to memory, and you will make and keep more money.

Marilyn Cohen

President Envision Capital Management, Forbes Bond Columnist for 16 Years

For a quarter century, investors relied on an unprecedented bull market to make their financial dreams come true. That strategy came to a grinding halt when equity returns reverted to the mean. Now, savvy investors are realizing the wisdom of relying on a trusted financial advisor to help them reach their financial goals. But which advisor should you choose, and which one should you avoid like the plague? In his common-sense book, Ed Mahaffy guides you through one of the most important financial decisions you will ever make--choosing the right financial advisor.

Bill Schultheis

Soundmark Wealth Management, LLC, Kirkland, Washington

Author, The Coffeehouse Investor

Whether you are an experienced or novice investor, this book has plenty to offer. It is easy to read and full of information on the myriad of financial instruments available, along with critical information about choosing a financial advisor.

Alan M. Johnson, M.A., Ph.D

Professor Emeritus, Department of Mathematics and Statistics, University of Arkansas at Little Rock

Have Questions About Choosing a Financial Advisor?

We’d love to chat more about what to look for in a financial advisor and whether or not we’d be the right one for you.

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