How to Choose a Financial Advisor for Small Business Owners

Your relationship with your financial advisor can be one of the most important professional relationships you’ll ever have—one that could last a lifetime!

The key is finding the financial advisor that fits your needs as a small-business owner, which will depend on your specific situation and what you value in a trusted relationship.

This guide explores the potential value today’s financial advisors offer as well as things to consider as you look for a firm to help you and your small business.

In it, you'll find: 

• How financial advisors can help small business owners
• How experience integrating business and personal finances may help to provide tax opportunities
• An overview of qualifications common in the industry
• An overview of fees in the industry
• BONUS: a printable advisor selection checklist and score sheet to help you compare and keep track of potential candidates

Fill out the form to download the guide!