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Compare Financial Advisors

How to Compare Financial Advisors

Enlisting a third party with some of the most personal details of your life is a big decision, and choosing the right financial advisor isn’t a task to be taken lightly. Not only should you search for an experienced, reputable firm, but it is crucial to partner with an advisor you can trust.

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It pays to compare financial advisors as not all investment firms are created equal. When choosing a financial advisor understanding the benefits and details of their services are essential steps. Researching advisors, firms, and services can feel overwhelming, but what costs you time and energy now pays you back in returns, experiences, and, most of all, peace of mind.

When you compare financial advisors, you will discover that WealthArch provides our partners with a variety of unique benefits. During your consultation, consider asking if the advisor:

  1. Regards their clients’ interests above all else.
  1. Maintains their Chartered Financial Analyst (CFA) designation.
  1. Has a trustworthy reputation and positive reviews from existing clients.
  1. Invests their own money similarly to how they invest their client’s money.
  1. Provides frequent updates regarding your investments including, reviews of financial statements, company news, and macro events.
  1. Offers unlimited client meetings.
  1. Conducts a comprehensive investment review and financial plan at no additional cost.
  1. Provides free advice and recommendations for your third-party 401(k), ETFs, and mutual funds.
  1. Customize an investment portfolio based on your own goals and objectives.
  1. Analyze each investment thoroughly as detailed in our investment research process.
  1. Possesses a fundamentally sound investment philosophy.
  1. Exhibits patience and self-discipline in times of extreme fear in the markets.
  1. Implements a true long-term investment strategy.
  1. Has a retirement strategy that prevents you from selling stocks when the markets are significantly down.
  1. Minimizes your tax implications by tax loss harvesting and optimizing stock allocations across your taxable and retirement accounts.
  1. Measures performance results honestly, openly, and accurately.
  1. Discloses their full schedule of fees and commissions.
  1. Continuously educates themselves and their clients.
  1. Offers a no-hassle, money-back fiduciary guarantee on their advisory fees.

Invest with WealthArch

At WealthArch Investment Services, we provide each of these benefits and more. When you compare financial advisors, we’re confident you’ll see that we go above and beyond to exceed our clients’ expectations. Our clients are our number one priority. To maintain our standards for providing exceptional service, we will accept no more than 100 individually managed clients in our firm.

We are proud to be an independently managed investment firm that creates personalized portfolios for our partners. We believe that having fewer clients allows us to spend more time on the important things like researching investments and developing better relationships.

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When choosing a financial advisor, lean on the expert advice from the wealth management advisors at WealthArch. Schedule a free, no-commitment consultation to get started.

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Do you have $400,000+ to invest?

Because we’re highly focused on research and analysis, as well as providing high-quality service to our clients, we only work with clients who have at least $400,000 invested with us.