Anyone working with—or considering working with—a financial advisor should ask this question: What is the value of a financial advisor? After all, you are hiring and paying someone to help you make life-impacting decisions about how to invest and manage your money. You expect, of course, to be better off for doing so.
The challenge, however, is how to quantify the value that a financial advisor delivers. Most people think immediately of the gain or loss that shows up on their investment statements. But does that figure really tell the whole story?
Estes Wealth Strategies is an independent firm based in Fairfax, Virginia. Its advisors provide high-quality, customized financial planning and wealth management services for individuals and families, as well as manage employee retirement plans and institutional assets for organizations.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
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