What to Look for in a Financial Adviser

We all want to reach retirement age confident we have the means to live a comfortable and enjoyable life, and choosing a financial adviser is one of our most critical decisions.

A woman uses binoculars at the beach to look for something.
(Image credit: Getty Images)

Finding someone to take care of your money can be a stressful task. But you want to take your time to ensure you are selecting the right fit. What should you look for when choosing a financial adviser?

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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.

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Tony Drake, CFP®, Investment Advisor Representative
Founder & CEO, Drake and Associates

Tony Drake is a CERTIFIED FINANCIAL PLANNER™ and the founder and CEO of Drake & Associates in Waukesha, Wis. Tony is an Investment Adviser Representative and has helped clients prepare for retirement for more than a decade. He hosts The Retirement Ready Radio Show on WTMJ Radio each week and is featured regularly on TV stations in Milwaukee. Tony is passionate about building strong relationships with his clients so he can help them build a strong plan for their retirement.