Don’t Hesitate To Meet With Several Advisors
For many people, investing isn’t only about building wealth and reaching financial goals. It’s about helping ensure their dollars support charitable causes and principles that align with their values.
A financial advisor who understands your values can help you build a portfolio that reflects what matters to you. Look for a financial adviser who offers what is called values-based investing. If searching online, your keywords might be something like “socially responsible investing,” “faith-based investing” or “impact investing.”
When browsing financial advisor websites, check their credentials. Some advisers may highlight their experience with sustainable funds, faith-aligned investing or philanthropic planning.
After narrowing your list, schedule an introductory discussion – in person or remotely. Don’t hesitate to meet with several advisors. The right person will make you feel understood and supported, both financially and personally.
Taking the time to find someone who understands and respects your vision can help you feel confident your investment strategy can align with your personal beliefs.
This content was provided by Edward Jones for use by your Edward Jones team of financial advisers at 1420 Neal St. Ste. 101 – Brad Davis, Rachel Steidl, David Hatcher, Craig Conner and Harrison Davis. Edward Jones | Member SIPC.
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