The financial services industry is diverse, and there are “advisors” from many types of firms – registered investment advisory firms (RIAs), banks, brokerage firms, insurance companies, CPA firms, etc. - who are in the business of helping people with their finances. While competent professionals may be found in any of these environments, the scope of services varies widely, and it is important that the background and experience level of the advisor match the services being provided.
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In this brief, Brightworth Partner and Wealth Advisor Annika Cushnie explains the different kinds of expertise offered by different types of advisors, and how to go about finding an advisor that works to help you meet your unique financial goals.