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The Seven Roles of an Advisor

posted on

June 15, 2015

Many investors initially seek out a financial advisor in hopes that they will have some secret knowledge of future economic events or superior research that will help them beat the market. In fact, the first question we are often asked is “What do you think the market is going to do this year?” But market predictions and forecasts (even if they are occasionally accurate) do not equal a good financial advisor, and “Fortune Teller” is a hat we never wear. Instead, we believe our job is more aligned with the roles of an advisor as outlined in the article below. At the end of the day, it is our responsibility to educate our clients, offer objective advice to help them achieve their goals, and hold their hands through market turmoil, all things which are built on a foundation of trust. We hope you will take a few minutes to read this article as a reminder of the true purpose of a financial advisor. 


  1. TheSevenRolesofanAdvisor.pdf 9/11/2015 6:01:03 PM