Bigger Isn’t Always Better When It Comes to Financial Advice

Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions.

Deutschland, Bayern, München, Urban Gardening Projekt
(Image credit: This content is subject to copyright.)

For an individual investor, finding the right financial professional can be a challenge.

Subscribe to Kiplinger’s Personal Finance

Be a smarter, better informed investor.

Save up to 74%
https://cdn.mos.cms.futurecdn.net/hwgJ7osrMtUWhk5koeVme7-200-80.png

Sign up for Kiplinger’s Free E-Newsletters

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

Profit and prosper with the best of expert advice - straight to your e-mail.

Sign up
Disclaimer

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

To continue reading this article
please register for free

This is different from signing in to your print subscription


Why am I seeing this? Find out more here

Megan Clark, Investment Adviser Representative
CEO & Executive Wealth Manager, Clark and Associates Inc. Financial Solutions

Megan Clark is CEO & Executive Wealth Manager at Clark & Associates Inc. Financial Solutions and is an Investment Adviser Representative and Insurance Professional. As a financial adviser, she is passionate about helping families create a holistic financial plan, and she often holds "For Women By Women" informational seminars to reach out and help assist women in pursuing their goals. Clark is a graduate of the University of Virginia. Investment Advisory services offered through Brighter Financial Capital Management LLC, a SEC Registered Investment Adviser. 


Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Brighter Financial Capital Management, LLC, a registered investment advisor. Clark & Associates, Inc. Financial Solutions, Brighter Financial Capital Management, LLC and MAS are not affiliated entities.