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What You Need To Know When Choosing A Financial Advisor

What You Need To Know When Choosing A Financial Advisor

Are you looking for a financial advisor in Cincinnati? There’s a lot to keep in mind when selecting the right financial advisor for your wealth management needs.

Here are three important things to look for when choosing a personal financial advisor:

1.    Credentials

It’s important to choose highly qualified experts to guide you on your wealth management journey. Financial advisors generally hold credentials such as:

  • Certified Financial Planner® (CFP)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst® (CFA)
Your financial advisors should hold one or more of these credentials -- they’ll use their  education and expertise to help you define your financial goals.  Your team of financial advisors should work closely with you to keep you on the right financial course through every step of your wealth management journey.

2.    Understanding of Your Financial Situation

Part of a financial advisor’s job is to listen and learn about your goals. Your wealth management firm should make sure you are involved in every step of the process so that there are no surprises along the way.

Once they have a good understanding of your current financial situation, your financial advisors will work with you to create a plan that will help maximize your wealth and meet your goals using both financial planning and investment management.

3.    A Comprehensive Wealth Management Plan

Financial advisors should take a wealth management approach that accounts for all aspects of your financial life.  At Foster & Motley, we work with you to create a specific strategy that focuses on both financial planning and investment management. What does that entail?

Financial Planning:

The financial planning process begins with learning about all parts of your financial life.  You and your personal financial advisor will work closely to understand your goals and create a plan to help you meet them. Your financial strategy will adapt with your life and the ever-changing financial world, and your personal financial advisor will guide you through each new phase of your wealth management journey.

Investment Management: 

Investment management focuses on providing you with a customized investment plan.  Your portfolio will be established using a broadly diversified approach, seeking both capital appreciation and income, while focusing on investments that offer the potential for better risk-adjusted returns.  A fee-only Registered Investment Advisor can provide independent and objective advice that makes the most sense for you and your financial goals.

How Can Foster & Motley Help?

Foster & Motley is ranked in the top ten of this list of top financial advisors* in Cincinnati. Our team of financial advisors in Cincinnati will use their wealth of knowledge to give you credible and reliable advice and help you stay on track to achieve your dreams. 

All our financial advisors possess a professional certification and regularly attend conferences and workshops. Our ongoing investment in continuing education is one more way we demonstrate our commitment to helping you achieve your goals.

Our fee-only financial planners in Cincinnati offer a customized, three-tier approach for each of our clients’ needs.


Begin your wealth journey with Foster & Motley.

Let’s set up your first meeting with our financial advisors today.

Foster & Motley has helped clients manage and grow their wealth for over 20 years.

We can help you, too.

If you are looking for financial planning and investment management help, we’d love to talk with you. Click the link below to schedule a free, 30-minute consultation with one of our advisors. Ask questions and learn more.

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*Follow link for ranking criteria.