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.