Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs. You'll want to find someone who will make you feel comfortable, and who understands and supports your wants, needs, and goals.
Our Financial Advisor Evaluation Checklist outlines the questions you should ask any advisor or firm you’re considering hiring, such as:
Using the Checklist, you can make side-by-side comparisons of potential firms and feel confident in taking the next step.
I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.
Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation.
At Savant, our advisors combine Wall Street knowledge with Main Street values to help you pursue your ideal future. And since we’re majority owned by our employees, what’s important to you is of the utmost importance to us. When you work with Savant, we believe you’ll have peace of mind knowing we’re always in your corner.