Is a Local Financial Advisor Better than One Farther Away?
Should You Hire a Local Financial Advisor?
Proximity Offers some Potential Perks, but Service, Customization, and Expertise Win the Day
Especially for high net worth and ultra-high net worth investors, choosing a financial advisor is one of the most important decisions you will ever make. Whether searching for your first advisor or looking to replace your current one, you may be wondering if there is any advantage to finding a local financial advisor compared to one in a different city or state.
You will be tasking this person with the job of preserving and prolonging your wealth for the entirety of your life, and beyond. They will be the one who ensures you achieve every one of your most cherished goals and dreams, to the degree they relate to your finances.
To be 100% transparent, we published this page to help filter through the mass influx of prospects, who come to us through our website and referrals, to gain only a handful of the right types of new clients who wish to engage us.
We enjoy working with high net worth and ultra-high net worth investors and families who want what we call financial serenity – the feeling that comes when you know your finances and the lifestyle you desire have been secured for life, and that you don’t have to do any of the work to manage and maintain it because you hired a trusted advisor to take care of everything.