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Answering Your Requests for a Recommended Financial Advisor

Monday, September 26, 2011, 9:18 AM

One of the most frequent and urgently-voiced questions we receive from our readers is: "Can you recommend a financial advisor, ideally one aligned with the "Three Es" outlook of the Crash Course?"

And with the turbulence in the market over the past year -- most notably the huge price swings in the stock market and precious metals in the last two months alone -- we're seeing a notable increase in demand for these investment manager referrals.

Which is why we spent the better part of this year performing due diligence on a number of advisors to find a firm we felt comfortable endorsing. I'm happy to report that we've finally selected one.

Key criteria in our search were:

  • investment strategy
  • experience
  • quality of customer service
  • trust

Here's how Chris announced this in a post to our enrolled users earlier in the month:

Of course, the dirty little secret out there is that you can control risks to a far greater extent than is commonly admitted. All you have to do is not buy in to the commonly-held beliefs of those around you who are being marketed to by a very savvy, self-interested crowd of hucksters.

And find a good, independent financial advisor that actually cares about you and your wealth. If you are interested, I happen to know a few. In the interest of full disclosure, these happen to be the same folks that manage money for several of my closest family members and with whom this operation has recently entered into a financial arrangement where funds are received for sending them referrals that become invested clients.

The thrust of the quoted article above was to "trust yourself," a core theme on this site and one that we absolutely advocate. But we understand that for many people, including Chris and myself, an important part of trusting ourselves involves knowing when to recruit outside expertise.  

If you feel now may be the right time for you, or you are otherwise interested in learning more about our endorsed financial advisors and potentially being referred to them, please contact us here.

cheers,

Adam

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