The following tools are valuable resources that may help you select the right advisor for you and your family.

  • How to Find A Financial Advisor, a short video produced by SmartMoney.com.

  • NAPFA's Pursuit of a Financial Advisor Field Guide, your ultimate resource for finding a financial advisor who will work in your best interests. The Field Guide features information on preparing for your search, the questions to ask, evaluating your advisor, and much more.
    Click brochure to download

 

  • NAPFA's Interview Tools that will help you find the best financial advisor for you.
     

    Visit  Website  

 

 

  •  Why, and How, To Choose A Financial Advisor, website page at Kingdom Advisors.
     
    Visit Website     

 

  • Choosing the right advisor for your giving, by The National Christian Foundation.
     
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