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The Best Financial Planners Share These 5 Traits

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Everyone is trying to part you from your money, explains Sheryl Garrett, with a dash of hyperbole.

Garrett is the founder of the financial advisory Garrett Planning Network, and her observation rings true. Maybe not “everyone” is trying to make you a sucker, but you do have to learn how to distinguish the best planners from less desirable ones. Above all, you need to find a financial advisor who works for you, not against you.

When selecting an advisor, you can opt for the traditional route, a human advisor, or go a bit more modern with a robo-advisor. You can even take a hybrid approach, using a robo-advisor for some tasks and a human for more personalized or complex issues. Whichever you select, you should know how to pick an advisor...

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