With rising prices across the country, Americans are growing more concerned about their financial future. In a recent study from MarketWatch Guides, nearly 90 percent of respondents reported feeling financial stress. In this tense economic time, many people are turning to registered investment advisers (RIAs) for help.
But growing a client’s assets through personalized planning and strategies is not the only thing a great RIA does—they must also build and maintain trust. When choosing an RIA, one must look beyond the portfolio and consider an adviser’s conflicts of interest.
“We believe that every decision begins and ends with what is best for the client. While many firms focus solely on numbers, we prioritize understanding our clients’ broader life goals and creating strategies that support their values and vision,” Chief Marketing Officer Terra McBride told Newsweek over email. “Our advisers combine deep technical expertise with a commitment to building meaningful, long-term relationships.”
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