Advisor Vetting Process
You deserve an advisor you can trust.
We are committed to helping you find an advisor you feel comfortable with to manage your wealth. FindInvestPartners’ rigorous vetting process evaluates five key factors.
The 5 Things We Consider
Credentials
We only work with advisors who hold one or more required designations, such as CFP® or CFA.
Experience
We partner with advisors who have a minimum of 5 years of relevant experience.
Fiduciary Duty
FindInvestPartners network advisors must have a fiduciary responsibility to act in your best interest.
Investment Management
We assess advisors investment processes to ensure they have experience with multiple financial subjects.
Financial Planning
We work with advisors who provide comprehensive wealth planning, tailored to clients’ needs.