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5 Signs It’s Time to Break Up With Your Financial Advisor

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When it comes to your financial advisor, breaking up can be hard to do.

Changing financial advisors can feel “almost the same as splitting up” a romance, says Patricia Jennerjohn, a certified financial planner with Focused Finances in Oakland, California, as the intimacy of financial knowledge can be deeper than the bonds of marriage.

“I’ve had people tell me things they haven’t told their wife or husband,” adds Celia Brugge, a certified financial planner with Dogwood Financial Planning in Memphis, Tennessee. “One client was diagnosed with cancer, and I was the first person they told because the first thing on his mind was, ‘how will I pay for treatment, and how will that impact my family?’”

While performance of your retirement savings...

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