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What Makes a Good Investment Advisor in Northern Virginia?


What makes a good investment advisor in Northern Virginia? 

There are many factors to consider when choosing the best advisor for your financial wellbeing.  

Below are some things to look for when seeking the services of a qualified investment advisor in Northern Virginia.  

Know What You Need

Different investment advisors act in different ways.  

While all are focused on managing your money, it is up to you to choose an advisor who either takes full control over the entire breadth of your financial accounts, or one who is focused on a more specific area such as municipal bonds

Investment Advisors Are Not Financial Planners

It is important to understand the distinction between an investment advisor and a financial planner, as they serve different purposes. 

A financial planner generally deals with the mortgage, savings budgeting, and insurance side of finance.  

Contrastingly, an investment advisor generally offers investment advice for your financial wellness. 

Areas, where your investment advisor will be able to help guide you, is concerning some of the following questions:

  • What should I invest in?
  • Should I buy stocks or mutual funds?
  • Which investments should be used towards my retirement accounts?
  • What risks are associated with each investment?
  • What taxes will I be presented with as a result of buying or selling investments?

The Main Takeaway

At the end of the day, you really just want to work with an investment advisor who is straight forward with what to expect from their work.  

Always sit down and discuss expectations with a potential advisor in order to be certain that you are he/she are on the same page.  

Keeping an open account of all of your financial information with your investment advisor will make for a straightforward and stress-free working experience. 

Schedule a Consult With a Top Investment Advisor in Northern Virginia

If you are looking for a top investment advisor in Northern Virginia, the professionals at Argent Bridge Advisors are here for you.  

Contact us online or call us at (833) 568-4900 today to schedule a consultation with an experienced member of our team.