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.
Amy joined DHG Wealth Advisors in 2008 after spending the summer interning as an equity research analyst at an investment manager and mutual fund company based in Lynchburg, VA. She graduated magna cum laude from Liberty University with a degree in Business Finance, and she also holds her Certified Financial Planner™ designation.
Amy helps create financial security for her clients by taking a comprehensive and disciplined approach to investment management and financial planning. Born and raised in High Point, NC, she now calls Concord home and works with clients in Charlotte.