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The search for the right financial advisor can be challenging.

There are vast differences among the choices that the market presents. A prospective client will get different pitches or presentations and different services and/or products from a wirehouse broker, an independent broker, an insurance agent, or a registered investment advisor.

Knowing the difference between a broker and a Registered Investment Advisor (RIA) is extremely important.

What is the difference?

When interviewing a potential advisor consider the answer to several important questions.

What is a fiduciary?

What is a CFP?

What motivates the advice of my advisor?

What rights do I have as a client?

Specifically, to help in determining what type of advisor you are interviewing or currently working with, consider having them complete this list of five questions that an advisor should be able to answer affirmatively.

"YES"- Five Questions To Ask a Financial Advisor

Please feel welcome to explore the information contained on our website. If you should have any questions or want more information about the services we provide, feel free to contact us.

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Who We Are

Schwallier Wealth Management LLC is a comprehensive financial services firm.

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What is a Fiduciary?

The Board of Directors, Representatives, and Financial Advisors comprising NAPFA have developed the following definition of Fiduciary:

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What is a CFP®?

CERTIFIED FINANCIAL PLANNER™ professionals are individuals who have met CFP® Board’s education, examination and experience requirements

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Financial Planning Process

The financial planner should clearly explain or document the services to be provided to you and define both his and your responsibilities.

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